Skyline Financial Northwest is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, OR. Its latest Form ADV filing, dated March 29, 2026, reports $148M in regulatory assets under management, 3 employees, and 610 accounts.
Assets Under Management
$148M
Employees
3
Offices
--
Total Clients
133
Primary office
PORTLAND, OR
2121 SW BROADWAY, SUITE 100, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.9% of total clients.
Top client categories% of clientsClients
1
HNWI
57.9%
77
2
Individuals
31.6%
42
3
Pension Plans
9.8%
13
4
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of March 29, 2026
Discretionary91.4%
$136M
91% of total RAUM91.4%
Non-discretionary8.6%
$13M
9% of total RAUM8.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$148M
Total Accounts610
10Y AUM Change+$37M (+33.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee44:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.