CRD: 146844
Skyline Financial Northwest
$148.3M Total AUM
$135.6M Disc. AUM
-- 3Y CAGR
3 Employees
134 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-27-2008
- Office Locations
- 1
Office Locations
2121 SW Broadway Suite 100 Portland OR
About Skyline Financial Northwest
Skyline Financial Northwest is a Portland, OR–based independent, fee-only fiduciary RIA providing comprehensive financial planning (cash flow, retirement, tax planning) alongside ongoing wealth management. The firm runs data-informed portfolios that primarily use ETFs and public funds and custodies client assets with Charles Schwab.
Team overview
51 AVG AGE
$49.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
8.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Custodian
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Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
AARON DAVID HILLMAN
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5517804
- Ownership
- Less than 5%
Available
Available
Available
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Kaleen R Anderson
Sr. Financial Analyst
- CRD
- #7311738
Available
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A
Amanda Sletmoe
--
- CRD
- #8161666
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,563,552 | $227,075 |
| Non-Discretionary | $12,693,334 | $976,410 |
| Total | $148,256,886 | $243,044 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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