Eric WillskyttCRD Number: 6756427
Current Firm: Align Impact, LLC
Eric Willskytt (CRD# 6756427) is an Investment Advisor Representative working at Align Impact, LLC in Santa Monica, CA and has over 5 years of experience in the finance industry.
Awm Capital, LLC
Wealth Management Partners Of Los Angeles
Quantum Financial Advisors, LLC
|Align Impact, LLC||Santa Monica, CA||Apr 2018 - Current||4|
|Hip Investor Inc.||San Francisco, CA||Aug 2015 - Apr 2018||2|
|Hip Investor Ratings LLC||San Francisco, CA||Aug 2015 - Apr 2018||2|
|San Francisco State University||San Francisco, CA||Aug 2015 - Dec 2016||1|
|Upspring Associates||Santa Fe, NM||Jun 2015 - Aug 2015||< 1|
|Hip Investor Inc.||San Francisco, CA||Feb 2015 - May 2015||< 1|
|Hip Investor Ratings LLC||San Francisco, CA||Feb 2015 - May 2015||< 1|
|San Francisco State University||San Francisco, CA||Aug 2013 - May 2015||1|
|Village Infrastructure||Gothenburg,||Mar 2013 - Aug 2013||< 1|
|International Travel||Gothenburg,||Aug 2012 - Aug 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2017|
Total Assets Under Management205MILLIONS
Total Number of Accounts31ACCOUNTS
Average Account Value$6,616,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, NC, NY, TX
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