Skyview Financial Group, LLC
Skyview Financial Group, LLC is an SEC-registered mass-market adviser in Ponte Vedra Beach, FL with $286.6M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Skyview Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310581, SEC 801-129593, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $286.6M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Ponte Vedra Beach, FL
- Employees
- 3
- Clients
- 362
- CRD
- 310581
- Ownership
- POTENZA, ALEXANDER, ROBERT
How much AUM does Skyview Financial Group, LLC have?
Skyview Financial Group, LLC reported $286.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Skyview Financial Group, LLC?
Disclosed owners and executives of Skyview Financial Group, LLC include POTENZA, ALEXANDER, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.