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How does the advisor help clients – Key Takeaways:
- Provides personalized financial plans based on individual needs and goals
- Offers a wide range of financial services to meet client’s various needs
- Utilizes a team of highly knowledgeable and experienced advisors
- Maintains transparency and accountability in all client interactions
- Prioritizes long-term financial stability and growth for clients
Facts and Insights
SKY ALPHA ASSET ADVISORS LLC is a registered investment advisory firm that was founded in 1995. Headquartered in New York City, the firm has established a strong reputation for its exceptional financial management services and expertise. As of 2021, the firm manages over $2.5 billion in assets and has a team of 25 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 25 | 26 years |
Financial Services Offered
The advisors at SKY ALPHA ASSET ADVISORS LLC offer a comprehensive range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and more. The firm employs a disciplined and analytical approach in handling client’s financial matters, ensuring personalized and effective results.
Client Types
SKY ALPHA ASSET ADVISORS LLC serves a wide range of clients, including individuals, families, high-net-worth individuals, and businesses. The firm’s team of advisors has the expertise and experience to assist clients from various backgrounds and with different financial needs.
Fees & Compensation
Transparency and fairness are at the core of SKY ALPHA ASSET ADVISORS LLC’s approach to fees and compensation. The firm operates on a fee-only model, which means they do not receive any commissions or other compensation from third parties. This ensures that their advice is solely tailored to the client’s best interests, without any conflicts of interest.
Background
SKY ALPHA ASSET ADVISORS LLC was founded by a team of experienced finance professionals with a collective vision to provide exceptional financial guidance to their clients. The firm’s advisors have extensive backgrounds in finance, economics, and business, and continuously stay updated on the latest industry trends and information to better serve their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to understand any potential conflicts of interest or potential risks. SKY ALPHA ASSET ADVISORS LLC is registered with the Securities and Exchange Commission (SEC) and is required to disclose any relevant information to their clients. This includes any affiliations with other firms or any potential conflicts of interest. Clients can access this information through the firm’s Form ADV, which is available on the SEC’s website.