$6.8M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-12-2013
- Office Locations
- 1
Office Locations
1970 S. Lafayette St. Denver CO
About Skidmore Advisory Services, Inc.
Skidmore Advisory Services (Denver) is a CPA-led practice combining year-round individual tax planning and preparation with school and business accounting and investment advisory services. The firm supports individuals and business owners with financial/investment planning and portfolio construction, with an ETF and fixed-income orientation. Custody available at Schwab and TD Ameritrade.
Team overview
-- AVG AGE
$6.8M AVG AUM / ADVISOR
$307.6K AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BART ANTHONY SKIDMORE
President, Regional Vice President
- CRD
- #1104545
- 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 | $6,766,623 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,766,623 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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