SKYOAK CAPITAL, INC.
Las Vegas, Nevada
5.0
2 Reviews
SKYOAK CAPITAL, INC. is a prominent investment advisory firm based in Las Vegas, NV, providing comprehensive financial solutions to a diverse client base. With over 200 individual clients and more than $170,863,000 in assets under management, they have established themselves as a trusted partner in wealth management.
Operating from three strategically located offices, SKYOAK CAPITAL, INC. offers a range of services tailored to meet their clients' unique investment goals. While a significant portion of their assets under management is dedicated to high net worth individuals, the firm also possesses the expertise and capacity to ma...
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Assets Under Mgmt
$170.86M
Investment Professionals
5
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection of other advisers
Educational seminars/workshops
Articles
Articles
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