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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-03-2018
- Office Locations
- 1
Office Locations
About SKY Alpha Asset Advisors
Sky Alpha Asset Advisors is a Boca Raton, FL RIA serving working professionals, families, small business owners, and high-net-worth individuals with customized retirement, wealth management, and estate strategies. The team emphasizes portfolio construction and risk management, providing ongoing guidance through life changes and market volatility. Operates across retail and institutional relationships and works with custodians such as Schwab and Fidelity.
Team overview
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Accredited Investors
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Technology
Owner & Executives
ELVIS AMABLE RODRIGUEZ
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #3129852
- Ownership
- Less than 5%
MICHAEL JAY SHATSKY
Chief Investment Officer, Partner
- CRD
- #2430683
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,979,330 | $679,180 |
| Non-Discretionary | $0 | -- |
| Total | $215,979,330 | $679,180 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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