$3.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
1 yrs Firm Age
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- Custodian
- Apex ยท Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-2024
- Office Locations
- 1
Office Locations
-- NEW Orleans LA
About Skipjack Financial
Skipjack Financial is a NEW Orleans-based RIA. The firm has been operating for 1 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Apex and Betterment.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$238.9K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Michael Ripski
Chief Compliance Officer, Director, FOUNDER
- CRD
- #7952286
- 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 | $0 | -- |
| Non-Discretionary | $3,105,903 | -- |
| Total | $3,105,903 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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