Skinner Financial Services, Inc. (Fort Wayne)

Name: Skinner Financial Services, Inc.
Address: 9813 Dawsons Creek Blvd, Fort Wayne, IN, 46825
Telephone: 260-496-8560

Skinner Financial Services, Inc. is a large advisory firm based in Fort Wayne. It manages $34 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Indiana.

Skinner Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Skinner Financial Services: assets under management

The assets under management (AUM) of Skinner Financial Services, Inc. is $34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $323.81 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Skinner Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Wayne

The principal office where Skinner Financial Services, Inc. performs its advisory services is located at 9813 Dawsons Creek Blvd, Fort Wayne, IN 46825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-496-8560 or by fax 260-496-8548. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at skinner-financial.com.

Skinner Financial Services, Inc. (Fort Wayne)

Skinner Financial Services: assets under management

Fees & Commissions

Based in Fort Wayne

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