RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
POTENZA, ALEXANDER, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 25, 2025 REGISTERED

Notice Filings (4)

FL NJ NY TX

Address

816 A1A N
SUITE 205
PONTE VEDRA BEACH, FL 32082
United States
Phone: (888) 406-0444