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Skyline Advisors, Inc.

● SEC registered since 2015CRD 188511SEC# 801-94175Bellingham, WA
Export (members)
Reg. AUM
$335.3M
Employees
9
Accounts
1,196
Location
Bellingham, WA

Skyline Advisors, Inc. assets under management

Skyline Advisors, Inc. is a registered investment adviser overseen by the SEC based in Bellingham, WA. The firm has been registered since 2015. It reports $335.3 million in regulatory assets under management and employs 9 people.

Skyline Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Deka Bree Wiebusch ControlOwner25-50%2019
Mark Clifford Logan ControlOwner / Chief Compliance Officer25-50%2015
Mark Leigh Wallace ControlOwner25-50%2015
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Frequently asked questions

How much does Skyline Advisors, Inc. manage?

Skyline Advisors, Inc. reports $335.3 million in regulatory assets under management on its Form ADV.

How many employees does Skyline Advisors, Inc. have?

Skyline Advisors, Inc. reports 9 employees.

Where is Skyline Advisors, Inc. located?

Skyline Advisors, Inc. is based in Bellingham, WA and has been SEC-registered since 2015.

Does Skyline Advisors, Inc. disclose fund performance?

Skyline Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address405 32nd Street, Suite 201, Bellingham, WA 98225
Phone360-671-1621
Fax360-306-3981
Office hours8a.m. - 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1843832
Discloses disciplinary historyNo

Assets under management

Discretionary$334.5M
Non-discretionary$857K
Total (RAUM)$335.3M