Investment adviser · CRD 146844
SKYLINE FINANCIAL NORTHWEST
Investment adviser filing (IA)
SKYLINE FINANCIAL NORTHWEST LLC
PORTLAND, OR, United States · Form ADV filed Mar 29, 2026
- Regulatory AUM
- $148M Form ADV · Item 5.F
- Client accounts
- 610 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 77 | $119,943,981 | 80.9% |
| Individuals | 42 | $13,141,539 | 8.9% |
| Retirement plans | 13 | $12,693,334 | 8.6% |
| Charities | Fewer than 5 | $2,478,032 | 1.7% |
Filing source
Form ADV 2086221 · Mar 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2121 SW BROADWAY, SUITE 100PORTLAND, OR, 97201, United States
CRD 146844
Filing source
Form ADV 2086221 · Mar 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.