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SKLOFF FINANCIAL GROUP

SKLOFF, AARON

CRD 139475 · SEC 801-134803

Visit website

GA, United States

Phone

908-464-3060

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$114.0M

Discretionary AUM

$114.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-01-07

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals416$53.9M
High net worth individuals28$60.1M

States served

GA, MA, NJ, NY, OR, PA, WI, NH, FL

All web addresses on file

Official SEC filing: View on IAPD