SKYVIEW FINANCIAL GROUP, LLC
CRD #310581 SEC #801-129593 PONTE VEDRA BEACH, FL (888) 406-0444
SEC Registered
Total AUM
$273.9M
Discretionary
$273.9M
Employees
3
Clients
25
Accounts
372
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $273.9M | $273.9M | $0 | 3 | 0 |
| Jun 2024 | $103M | $103M | $0 | 3 | 0 |
| Jan 2024 | $103M | $103M | $0 | 3 | 0 |
| Apr 2021 | $69.2M | $69.2M | $0 | 1 | 0 |
| Feb 2021 | $69.2M | $69.2M | $0 | 1 | 0 |
| Jan 2021 | $0 | $0 | $0 | 1 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
| Oct 2020 | $0 | $0 | $0 | 1 | 0 |
| Oct 2020 | $0 | $0 | $0 | 1 | 0 |
| Aug 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$273.9M
Discretionary$273.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2024
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$69.2M
Discretionary$69.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$69.2M
Discretionary$69.2M
Non-Disc.$0
Employees1
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0