SkyView Wealth Management

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

465 Maitland Ave, Altamonte Springs, Flo...

Phone Number

(407) 670-5822

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
1
1
1
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1

About SkyView Wealth Management

SkyView's mission is to bring Intelligence, Integrity, and truly Individualized value-added investment management and advice to affluent investors. We want to foster an environment where our clients are informed and able to make qualified financial decisions that improve their lives, the lives of those they love, and the lives of those they impact around the globe. We attempt to do this by putting our clients first and by disregarding the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor clients' assets, unlike many advisors' "one size fits all" management approach. Our investment goals are to consistently achieve reasonable returns on investments over time, based on an investment policy statement and a plan specifically created for the individual client. The investment policy statement considers the lifestyle, goals, risk tolerance, time horizon, and legacy planning needs of the investor. We seek consistentRead more
Popular SearchesSkyview Wealth Management LLCSkyview Wealth ManagementSkyView WealthSIC Code 62,628NAICS Code 52,523Show more

SkyView Wealth Management Org Chart

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Financial Advisor

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Insurance Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SkyView Wealth Management

<$5M
11-50
Private
-
2013
RK
Roy KelseyFinancial Advisor
<$5M
11-50
Private
<$5M
1977
John Kmett, President at SFE Investment Counsel
John KmettPresident
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
1988
BS
Belinda SheffieldChief Financial Officer
<$5M
1-10
Private
-
2003
KG
Kevin GriffinRegistered Investment Advisor
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
2017
RM
Raymond MorrisDirector, Portfolio Management & Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

SkyView Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

SkyView Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SkyView Wealth Management.

SkyView Wealth Management Tech Stack

A closer look at the technologies used by SkyView Wealth Management

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Frequently Asked Questions Regarding SkyView Wealth Management

What is SkyView Wealth Management's official website?
SkyView Wealth Management's official website is www.skyviewwealth.com
What is SkyView Wealth Management's Revenue?
SkyView Wealth Management's revenue is <$5 Million
What is SkyView Wealth Management's SIC code?
SkyView Wealth Management's SIC: 62,628
What is SkyView Wealth Management's NAICS code?
SkyView Wealth Management's NAICS: 52,523
How many employees does SkyView Wealth Management have?
SkyView Wealth Management has 11-50 employees
What industry does SkyView Wealth Management belong to?
SkyView Wealth Management is in the industry of: Finance, Securities Trading
What is SkyView Wealth Management competition?
SkyView Wealth Management top competitors include: High Pines Wealth Management, The Asset Advisory Group, Holliger Financial Consultants, Griffin Financial Advisors
What technology does SkyView Wealth Management use?
Some of the popular technologies that SkyView Wealth Management uses are: Cloudflare Website Optimization, Wistia, Sched, Microsoft 365
How do I contact SkyView Wealth Management?
SkyView Wealth Management contact info: Phone number: (407) 670-5822 Website: www.skyviewwealth.com
What does SkyView Wealth Management do?

SkyView's mission is to bring Intelligence, Integrity, and truly Individualized value-added investment management and advice to affluent investors. We want to foster an environment where our clients are informed and able to make qualified financial decisions that improve their lives, the lives of those they love, and the lives of those they impact... around the globe. We attempt to do this by putting our clients first and by disregarding the agendas of Wall Street and the giant firms that dominate the industry. Our financial professionals allocate, manage, and monitor clients' assets, unlike many advisors' "one size fits all" management approach. Our investment goals are to consistently achieve reasonable returns on investments over time, based on an investment policy statement and a plan specifically created for the individual client. The investment policy statement considers the lifestyle, goals, risk tolerance, time horizon, and legacy planning needs of the investor. We seek consistent and reasonable returns in lieu of sporadic and extreme results. Our selection process favors recognition over discovery, proven results are preferred.Read More

Is SkyView Wealth Management a public company?
SkyView Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about SkyView Wealth Management

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