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BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
CRD 329575 · SEC 801-129456
14259 DANIELSON ST., POWAY, CA, 92064, United States
Phone
858-513-8445
Fax
858-513-9116
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$306.3M
Discretionary AUM
$306.3M
Team
7 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; PENSION CONSULTING FEE
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 341 | $71.9M |
| High net worth individuals | 165 | $231.9M |
States served
AZ, CA, LA, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD