Skloff Financial Group
Skloff Financial Group (CRD# 139475) is a financial advisory firm headquartered in , . They manage $70,448,135 in 466 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Skloff Financial Group
By the Numbers
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Total Assets Under Management70MILLION
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Total Number of Accounts466ACCOUNTS
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Average Account Value$151,176
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NJ, NY
Financial Advisors at Skloff Financial Group
1
Aaron Skloff (CRD# 2246558) is an Investment Advisor Representative working at Skloff Financial Group in Naples, FL and has over 31 years of experience in the finance industry.
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