S
$30.4M Total AUM
$30.4M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2003
- Office Locations
- 1
Office Locations
-- Burien WA
About Skaggs Financial Planning, LLC
Skaggs Financial Planning, LLC is a Burien-based RIA. The firm has been operating for 23 years. Managing $30.4M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
51 AVG AGE
$30.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
23.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BRIAN JAMES SKAGGS
Owner, President
- CRD
- #2785453
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,414,846 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,414,846 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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