Ska Financial Services,Inc. (Fairview Park)

Ska Financial Services,Inc. is an adviser based in Fairview Park. It manages $75.94 million of regulatory assets for 287 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Louisiana, Ohio, and Texas.

Ska Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ska Financial Services: assets under management

The assets under management (AUM) of Ska Financial Services,Inc. is $75.94 million. The firm's AUM has grown by 176% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75.34 million in discretionary accounts and $597.54 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $271 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $66.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ska Financial Services,Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ska Financial Services,Inc.

Ska Financial Services,Inc. is owned by Gary Douglas Klubnik. Russel Brian Walcher joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gary Douglas Klubnik	Owner	1 Nov 1991	50% - 75%	2121834
Russel Brian Walcher	Owner	1 Apr 1995	50% - 75%	2444322

Based in Fairview Park

The principal office where Ska Financial Services,Inc. performs its advisory services is located at 22725 Fairview Center Dr #100, Fairview Park, OH 44126, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.