CRD: 145318
Blue SKY Investment Partners, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-24-2007
- Office Locations
- 1
Office Locations
About Blue SKY Investment Partners, Inc.
Blue Sky Investment Partners is an Evanston, IL RIA serving individuals and families across Chicago and the North Shore with comprehensive wealth management and financial planning. Led by President Michael R. Willman, the firm constructs portfolios using ETFs and mutual funds with an emphasis on asset allocation and risk management, and can incorporate alternative exposures such as real estate or private equity as appropriate. Custody includes TD Ameritrade.
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Investment Themes
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Owner & Executives
MICHAEL ROBERT WILLMAN
Chief Compliance Officer, President
- CRD
- #5430365
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,017,737 | $1,903,512 |
| Non-Discretionary | $0 | -- |
| Total | $118,017,737 | $1,903,512 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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