SKYOAK WEALTH LLC of SOUTHFIELD, MI is an SEC-registered investment adviser (CRD 299564). Regulatory assets under management: $692.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ann Terese Zemann | CHIEF COMPLIANCE OFFICER | — |
| Craig Thomas Simmons | MANAGING PARTNER; OWNER | — |
| Jeremy Scott Brandt | MANAGING PARTNER; OWNER | — |
| Kenneth Grahm Brandt | MANAGING PARTNER; TRUSTEE | — |
| Kathryne A Jobson | MANAGER | — |
| Don Bradley Gill Iii | OWNER | — |
| SIMMONS CRAIG THOMAS | MANAGING PARTNER; OWNER | — |
| BRANDT KENNETH GRAHM | GRANTOR; MANAGING PARTNER; TRUSTEE | — |
| BRANDT JEREMY SCOTT | CHIEF COMPLIANCE OFFICER/MANAGING PARTNER; MANAGING PARTNER; OWNER | — |
| ZEMANN ANN TERESE | CHIEF COMPLIANCE OFFICER | — |
| DAVIS MELISSA ANN | MANAGING PARTNER; OWNER | — |
| ASHKER MICHAEL | MANAGING PARTNER | — |
| Jobson Kathryne A | MANAGER | — |
| Hegener Joseph Louis | CHIEF INVESTMENT OFFICER | — |
| GILL III DON BRADLEY | OWNER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |