Skyview Investment Advisors, LLC
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Overview
Skyview Investment Advisors, LLC is located at 595 Shrewsbury Avenue, Shrewsbury, NJ. The firm employs 9 financial advisors to manage client portfolios and provide financial guidance. Skyview Investment Advisors, LLC is not a registered broker-dealer.
Skyview Investment Advisors, LLC oversees $6.0 billion in assets under management across 11 accounts, of which 8 are discretionary and 3 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The firm caters to pooled investment vehicles and other investment advisers, with pooled investment vehicles being the largest client type by accounts. The fee structure at Skyview Investment Advisors, LLC includes asset-based, hourly, fixed, and performance-based fees.
Skyview Investment Advisors, LLC is registered in the state of New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Skyview Investment Advisors, LLC by the Numbers
$6.0 billion
16
11
$542.3 million
Products and Services
Skyview Investment Advisors, LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. However, Skyview Investment Advisors, LLC did not provide financial planning services to any of its customers in the prior fiscal year. It is not engaged in selling products or offering services aside from investment advisory services to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice typically depend on which service is provided. Fees billed by Skyview Investment Advisors, LLC most likely include any combination of the following fee types: asset-based, hourly, fixed, or performance-based.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with pooled investment vehicles and other investment advisers. Out of its 2 clients, Skyview Investment Advisors, LLC's biggest client group by number of accounts is insurance companies.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Skyview Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Skyview Investment Advisors, LLC
Shrewsbury, NJ
Orlando, FL
Shrewsbury, NJ
Zionsville, IN
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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