RIA Intel›Advisers›Illinois›SKINNER ADVISORY, LTD.

SKINNER ADVISORY, LTD.

Advisory

IL

Data as of Aug 2, 2023 · Source: SEC Form ADV

Rank in IL

#1,407

of 1,719 advisers by AUM

Average account

$598K

across 37 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 2, 2023.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

37 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

KRD FINANCIAL, LLC

$22M

HANOLD ASSET MANAGEMENT, LLC

$22M

GALVANIZE WEALTH LLC

$22M

KPH/INVEST, INC.

$22M

NEW CUMNOCK CONSULTING, INC.

$22M

MILESTONE ADVISORY GROUP, LLC

$23M

Get the full picture on SKINNER ADVISORY, LTD.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SKINNER ADVISORY, LTD. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans