$30.6M Total AUM
$30.6M Disc. AUM
-- 3Y CAGR
1 Employees
111 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-1998
- Office Locations
- 1
Office Locations
-- Portland OR
About Sykes Financial Services
Sykes Financial Services is an independent, fee-based fiduciary RIA in Oregon (Portland) focused on helping individuals retire successfully through personalized portfolio design and custom financial planning. In its managed accounts, ETFs are a core implementation vehicle (majority of SMA assets), alongside public funds and cash.
Team overview
-- AVG AGE
$30.6M AVG AUM / ADVISOR
$276.1K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
T
Timothy Joseph Batog
Owner, Registered Investment Advisor
- CRD
- #7440267
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,649,964 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,649,964 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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