SkyOak Wealth

EST. AUM
$692,739,420

CONTACTS
4

CLIENT ACCOUNTS
1,230

Firm Details

Metro area Detroit
CRD Number 299564
Website skyoakwealth.com
Client types

Overview

SkyOak Wealth is an SEC-registered investment advisory firm that provides financial planning and investment management services to individuals, families, foundations, and institutions. The firm utilizes financial planning, risk management, and a combination of active and passive investment strategies to support clients in achieving their financial goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SkyOak Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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