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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
About Skyline Advisors, Inc.
Skyline Advisors is a fee-only fiduciary RIA in Bellingham, WA providing integrated financial planning and investment management, including retirement income, tax planning, and financial risk management. Investment implementation is primarily ETF-based with an asset-allocation, index-oriented approach, with ESG/socially responsible options noted. Custody is reported with Charles Schwab.
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Owner & Executives
MARK CLIFFORD LOGAN
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #2501428
- Ownership
- 25% but less than 50%
MARK LEIGH WALLACE
Financial Advisor, General Partner, Owner
- CRD
- #3133164
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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SARAH ELISABETH LOUISE ARNOLD
Associate
- CRD
- #4802951
Briana Nicole Bromet
Client Service Associate
- CRD
- #7477389
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $381,759,833 | $319,197 |
| Non-Discretionary | $4,702,783 | $587,848 |
| Total | $386,462,616 | $320,982 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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