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- Custodian
- Assetmark · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2006
- Office Locations
- 1
Office Locations
About Skloff Financial Group
Skloff Financial Group is a privately owned fiduciary RIA providing comprehensive financial planning (retirement, tax, estate, college) and tailored wealth and investment management for individuals, families, businesses, and trusts. The team also delivers insurance solutions including life, disability, health, and long-term care. Notable retirement-plan focus includes active 401(k)/403(b)/457(b) oversight and experience supporting 60+ group retirement plans.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AARON SKLOFF
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, Investment Advisor
- CRD
- #2246558
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,000,135 | $179,811 |
| Non-Discretionary | $0 | -- |
| Total | $114,000,135 | $179,811 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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