Skyline Financial Northwest

Skyline Financial Northwest (CRD# 146844) is a financial advisory firm headquartered in Portland, OR. They manage $92,953,736 in 103 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2121 Sw Broadway, Suite 100, Portland, OR 97201
http://www.skylinefinancialnw.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $902,463
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Skyline Financial Northwest
Showing 1 - 2 of 2 top financial advisors.
1
Aaron Hillman, financial advisor Portland OR
Aaron D. Hillman
CRD#: 5517804
2121 Sw Broadway, Suite 100, Portland, OR 97201

Aaron Hillman (CRD# 5517804) is an Investment Advisor Representative working at Skyline Financial Northwest in Portland, OR and has over 16 years of experience in the finance industry.

2
Kaleen Anderson, financial advisor Portland OR
Kaleen R. Anderson
CRD#: 7311738
2121 Sw Broadway, Suite 100, Portland, OR 97201

Kaleen Anderson (CRD# 7311738) is an Investment Advisor Representative working at Skyline Financial Northwest in Portland, OR and has over 3 years 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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