SKROBONJA WEALTH MANAGEMENT, LLC
  • SKROBONJA WEALTH MANAGEMENT, LLC
  • NEOS WEALTH MANAGEMENT, LLC
  • SKROBONJA WEALTH
  • SKROBONJA FINANCIAL GROUP, LLC

Adviser Profile

As of Date 10/05/2023
Registration status Registration Changed to SKROBONJA WEALTH MANAGEMENT, LLC
ADV Location ARNOLD, MO, United States
Contact Info 636 xxxxxxx
Websites
AUM* 17,313,761
of that, discretionary 17,313,761
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 67,108
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

17M 15M 12M 10M 7M 5M 2M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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