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Skidmore Advisory Services
SKIDMORE ADVISORY SERVICES, INC. is a state-registered investment adviser in DENVER, CO. The firm manages approximately $7 million in regulatory assets.
Overview
SKIDMORE ADVISORY SERVICES, INC. is a state-registered investment adviser in DENVER, CO. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2000
Location
Region
North America
Country
United States
City
Denver
Corporate office
New York, NY, United States
Principals
Robert Skidmore
President
Sector focus
Frequently asked questions
Who runs Skidmore Advisory Services?
Robert Skidmore serves as President and founded the firm around 2000. He leads the advisory team and oversees all client relationships and investment decisions.
How does Skidmore Advisory Services deploy client capital?
The firm builds customized portfolios using public equities, fixed income, real estate, and alternative assets like private equity or hedge funds. It uses separately managed accounts rather than commingled funds.
Is Skidmore Advisory Services a fiduciary?
Yes, the firm is registered as an RIA with the SEC and is obligated to act in clients' best interests under the Investment Advisers Act of 1940.
What client types does Skidmore Advisory serve?
The firm focuses on ultra-high-net-worth individuals and family offices, providing tailored financial planning and investment management.
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