Daniel
Skubiz

F/M Investments LLC

CRD#4998301
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Skubiz is a financial advisor based in Saint Louis, Missouri, working with F/M Investments LLC. Daniel has previously held positions at Missouri Valley Partners, Ziegler Capital Management, LLC, and F/M Investments LLC. Daniel is registered to provide services in Missouri. Currently, Daniel is part of F/M Investments LLC, which operates out of Saint Louis, Missouri. The firm has 8 offices and 67 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at F/M Investments LLC includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

8235 Forsyth Boulevard Suite 725
Saint Louis, MO 63105

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

F/M Investments LLC Brokerage Details

Total Assets Under Management

$12,845,275,039

MO Average: $4,886,152,200
Total Number of Employees

67

MO Average: 60
Total Number of Accounts

3,530

MO Average: 205
Average Account Size

$3,638,888

MO Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Daniel Skubiz Work History

2024 - Present (0 year)

F/M Investments LLC

2014 - Present (10 years)

Ziegler Capital Management, LLC

2012 - 2014 (2 years)

Missouri Valley Partners

Disclosures

Please visit the SEC profile of Daniel Skubiz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at F/M Investments LLC

Randall Loving
Washington, DC
Chong Han
Washington, DC
Francisco Bido
Washington, DC
Jeffrey Holmes
Washington, DC
David Littleton
Washington, DC
Zachary Newcomer
Washington, DC
Daniel Skubiz
Saint Louis, MO
Richard Burling
Washington, DC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started