Sky Bell Asset Management, LLC is a large advisory firm based in Tampa. It manages $353.62 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida and Hawaii.
Sky Bell Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sky Bell Asset Management, LLC is $353.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 565% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sky Bell Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Geoff Michael Gotsch has been acting as President since 1 Jul 2004. Michael James Sell has served as the Chief Investment Officer since 1 Jan 2007. Gary Robert Marks joined the executive team most recently as the Chairman.
The principal office where Sky Bell Asset Management, LLC performs its advisory services is located at 450 Knights Run Ave, Suite 1906, Tampa, FL 33602, which is also the mailing address of the firm. An additional office of the firm is in Kihei, HI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 813-792-5877 or by fax (813) 902-6902. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.