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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-29-2017
- Office Locations
- 1
Office Locations
About Skymark Advisors LLC
Skymark Advisors is a fiduciary firm providing wealth management plus business, estate, and retirement planning for individuals and business owners. The team pairs financial planning with legal-oriented services such as trust creation, powers of attorney, and contract review (including a JD/MBA on staff). Client accounts are custodied at TD Ameritrade Institutional and portfolios commonly use ETFs and private funds.
Team overview
Insights
Custodian
Services
Technology
Owner & Executives
Jared Scott Farnsworth
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6192440
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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