CRD: 310581
Skyview Financial Group, LLC
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-25-2020
- Office Locations
- 1
Office Locations
About Skyview Financial Group, LLC
Skyview Financial Group is an independent, fee-only fiduciary wealth management firm providing comprehensive planning and portfolio management based on client goals. Its process starts by listening first, then building and following through on a strategy spanning tax, estate, retirement, and charitable planning. Portfolios are largely implemented with ETFs alongside core fixed income and cash. Custody is through Fidelity/NFS and the firm uses Advyzon.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALEXANDER ROBERT POTENZA
Chief Compliance Officer, Director, President
- CRD
- #2566483
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Alexander Jonathan Potenza
Director
- CRD
- #7588825
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,642,185 | $838,135 |
| Non-Discretionary | $0 | -- |
| Total | $286,642,185 | $838,135 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| 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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