$10.5M Total AUM
$10.5M Disc. AUM
-- 3Y CAGR
2 Employees
45 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2025
- Office Locations
- 1
Office Locations
-- Apollo Beach FL
About Skyview Pinnacle
Skyview Pinnacle is an Apollo Beach, Florida-based retail advisory firm serving entrepreneurs and other individuals with financial planning and ongoing portfolio management, including tax planning and insurance/annuity guidance. Portfolios emphasize ETFs alongside cash and U.S. government/agency bonds, and are custodied at Interactive Brokers.
Team overview
60 AVG AGE
$5.2M AVG AUM / ADVISOR
$232.6K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Michelle Finnegan Miller
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, PRINCIPAL
- CRD
- #8058304
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JAMES RICHARD TUBEROSA
--
- CRD
- #1277676
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,468,799 | $227,583 |
| Non-Discretionary | $0 | -- |
| Total | $10,468,799 | $227,583 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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