Skyline Advisors, Inc.
● SEC registered since 2015CRD 188511SEC# 801-94175Bellingham, WA
Reg. AUM
$386.5M
Employees
8
Accounts
1,204
Location
Bellingham, WA
Skyline Advisors, Inc. assets under management
Skyline Advisors, Inc. is a registered investment adviser overseen by the SEC based in Bellingham, WA. The firm has been registered since 2015. It reports $386.5 million in regulatory assets under management and employs 8 people.
Skyline Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deka Bree Wiebusch Control | Owner | 25-50% | 2019 |
| Mark Clifford Logan Control | Owner / Chief Compliance Officer | 25-50% | 2015 |
| Mark Leigh Wallace Control | Owner | 25-50% | 2015 |
Frequently asked questions
How much does Skyline Advisors, Inc. manage?
Skyline Advisors, Inc. reports $386.5 million in regulatory assets under management on its Form ADV.
How many employees does Skyline Advisors, Inc. have?
Skyline Advisors, Inc. reports 8 employees.
Where is Skyline Advisors, Inc. located?
Skyline Advisors, Inc. is based in Bellingham, WA and has been SEC-registered since 2015.
Does Skyline Advisors, Inc. disclose fund performance?
Skyline Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 405 32nd Street, Suite 201, Bellingham, WA 98225 |
| Phone | 360-671-1621 |
| Fax | 360-306-3981 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1843832 |
| Discloses disciplinary history | No |
Regulatory AUM
$386.5M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$386.5Mregulatory AUM
Discretionary $381.8MNon-discretionary $4.7M