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Skyline Financial Northwest LLC

● SEC registered since 2025CRD 146844SEC# 801-133826Portland, OR
Export (members)
Reg. AUM
$148.3M
Employees
3
Accounts
610
Location
Portland, OR

Skyline Financial Northwest LLC assets under management

Skyline Financial Northwest LLC is an SEC-registered investment adviser based in Portland, OR. The firm has been registered since 2025. It reports $148.3 million in regulatory assets under management and employs 3 people.
www.skylinefinancialnw.comView on SEC.gov ↗

Skyline Financial Northwest LLC owners & executives

5 reported
NameTitleOwnershipSince
Aaron David Hillman ControlPresident And Chief Compliance OfficerUnder 5%2008
Morning Rose Advisory LLC ControlOwner10-25%2026
Skyline Equity Holdings LLC ControlOwnerOver 75%2026
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Frequently asked questions

How much does Skyline Financial Northwest LLC manage?

Skyline Financial Northwest LLC reports $148.3 million in regulatory assets under management on its Form ADV.

How many employees does Skyline Financial Northwest LLC have?

Skyline Financial Northwest LLC reports 3 employees.

Where is Skyline Financial Northwest LLC located?

Skyline Financial Northwest LLC is based in Portland, OR and has been SEC-registered since 2025.

Does Skyline Financial Northwest LLC disclose fund performance?

Skyline Financial Northwest LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2121 SW Broadway, Suite 100, Portland, OR 97201
Phone888-739-7369
Fax888-739-7369
Office hours0800 -1700
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$148.3M▲ 33%
Jun '25 — $111.3MJul '25 — $111.3MAug '25 — $111.3MSep '25 — $111.3MOct '25 — $111.3MNov '25 — $111.3MDec '25 — $111.3MJan '26 — $111.3MFeb '26 — $111.3MMar '26 — $148.3MApr '26 — $148.3MMay '26 — $148.3MJun '26 — $148.3M
Jun '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$148.3Mregulatory AUM
Discretionary $135.6MNon-discretionary $12.7M