Skm Wealth Management LLC is a large advisory firm based in Providence. It manages $93.67 million of regulatory assets for 577 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Massachusetts and Rhode Island.
Skm Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Skm Wealth Management LLC is $93.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 131% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Skm Wealth Management LLC 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.
The principal office where Skm Wealth Management LLC performs its advisory services is located at 55 Dorrance St, Providence, RI 02903 2220, 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 401-331-1575 or by fax 401-331-9040. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.skmwealth.com.