Skybox Financial Group, Inc. is a large advisory firm based in Bradenton. It manages $122.5 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, New Hampshire, North Carolina, Ohio, and Texas.
Skybox Financial Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and sub-adviser. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Skybox Financial Group, Inc. is $122.5 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Skybox Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald John Lumley has been acting as President since 1 Dec 2008. Michael Wayne Williams joined the executive team most recently as the Managing Member.
The principal office where Skybox Financial Group, Inc. performs its advisory services is located at 8792 Sr 70, Bradenton, FL 34202, which is also the mailing address of the firm. An additional office of the firm is in Sarasota, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 941-753-3814 or by fax 941-755-7055. The normal business hours are 9:00 a.m. - 5:00 p.m. on Other. You can find more information about the New York firm at skyboxfinancial.com.