Skoczek & Associates, LLC
Skoczek & Associates, LLC (CRD# 141365) is a financial advisory firm headquartered in San Diego, CA. They manage $33,078,299 in 128 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts128ACCOUNTS
Average Account Value$258,424
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Christine Skoczek (CRD# 3090498) is an Investment Advisor Representative working at Skoczek & Associates, LLC in San Diego, CA and has over 19 years of experience in the finance industry. Christine Skoczek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.