Skyline Financial Northwest
Skyline Financial Northwest is an SEC-registered wealth manager in Portland, OR with $148.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Skyline Financial Northwest: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146844, SEC 801-133826, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $148.3M (2026-03-29)
- Firm type
- Wealth Manager
- Location
- Portland, OR
- Employees
- 3
- Clients
- 133
- CRD
- 146844
- Ownership
- HILLMAN, AARON, DAVID; MORNING ROSE ADVISORY LLC; Anderson, Kaleen, R; SKYLINE EQUITY HOLDINGS LLC
How much AUM does Skyline Financial Northwest have?
Skyline Financial Northwest reported $148.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Skyline Financial Northwest?
Disclosed owners and executives of Skyline Financial Northwest include HILLMAN, AARON, DAVID, MORNING ROSE ADVISORY LLC, Anderson, Kaleen, R, SKYLINE EQUITY HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.