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One Sky Asset Management, Ltd. (Palm Beach)


One Sky Asset Management, Ltd. is an internet adviser based in Palm Beach. It manages $24 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Florida.

One Sky Asset Management provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

One Sky Asset Management: assets under management

The assets under management (AUM) of One Sky Asset Management, Ltd. is $24 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay One Sky Asset Management, Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Eddie Gomez Shareholder 1 Jul 1997 25% - 50% 4497565
Joel M. Frank Shareholder 1 Jul 1997 50% - 75% 4497567

Based in Palm Beach

The principal office where One Sky Asset Management, Ltd. performs its advisory services is located at 218 Royal Palm Way, Palm Beach, FL 33480, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-278-8388 or by fax 561-659-1191. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


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