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Skyview Financial Group, LLC

● SEC registered since 2024CRD 310581SEC# 801-129593Ponte Vedra Beach, FL
Export (members)
Reg. AUM
$273.9M
Employees
3
Accounts
372
Location
Ponte Vedra Beach, FL

Skyview Financial Group, LLC assets under management

Skyview Financial Group, LLC is an investment advisory firm registered with the SEC based in Ponte Vedra Beach, FL. The firm has been registered since 2024. It reports $273.9 million in regulatory assets under management and employs 3 people.
www.facebook.com/skyviewfgView on SEC.gov ↗

Skyview Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Alexander Robert Potenza ControlPresident And Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Skyview Financial Group, LLC manage?

Skyview Financial Group, LLC reports $273.9 million in regulatory assets under management on its Form ADV.

How many employees does Skyview Financial Group, LLC have?

Skyview Financial Group, LLC reports 3 employees.

Where is Skyview Financial Group, LLC located?

Skyview Financial Group, LLC is based in Ponte Vedra Beach, FL and has been SEC-registered since 2024.

Does Skyview Financial Group, LLC disclose fund performance?

Skyview Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address816 A1a N, Suite 205, Ponte Vedra Beach, FL 32082
Phone(888) 406-0444
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$273.9M
Non-discretionary$0
Total (RAUM)$273.9M