Skyline Advisors, Inc., based out of Bellingham, WA, is a well-established investment advisory firm catering to a diverse range of clients. With over 230 individual clients and more than $234,792,000 in assets under management, the company has built a solid reputation for its exceptional financial expertise. Operating from a single office, Skyline Advisors specializes in managing discretionary assets, where 100% of their managed assets fall under this category. While employer funds constitute a significant portion of their assets, 401K and individual accounts represent less than 30% of their overall portfolio. Catering primarily ...