S
$22.1M Total AUM
$22.1M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-18-1996
- Office Locations
- 1
Office Locations
-- Wheaton IL
About Skinner Advisory, Ltd.
Skinner Advisory, Ltd. is a Wheaton-based RIA. The firm has been operating for 29 years. Managing $22.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
-- AVG AGE
$22.1M AVG AUM / ADVISOR
$597.9K AVG AUM / CLIENT
28.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT JOHN SKINNER
President
- CRD
- #2790143
- 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 | $22,122,487 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,122,487 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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