Skoczek & Associates, LLC

Skoczek & Associates, LLC (CRD# 141365) is a financial advisory firm headquartered in San Diego, CA. They manage $68,929,349 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2750 Womble Road, Suite 102, San Diego, CA 92106
http://www.skoczekassociates.com
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $514,398
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Skoczek & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christine Skoczek, financial advisor San Diego CA
Christine D. Skoczek
CRD#: 3090498
2750 Womble Road, Suite 102, San Diego, CA 92106

Christine Skoczek (CRD# 3090498) is an Investment Advisor Representative working at Skoczek & Associates, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

2
Merhej Nassif, financial advisor San Diego CA
Merhej E. Nassif
CRD#: 7717370
2750 Womble Road, Suite 102, San Diego, CA 92106

Merhej Nassif (CRD# 7717370) is an Investment Advisor Representative working at Skoczek & Associates, LLC in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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