Skyview Financial Group, LLC

Skyview Financial Group, LLC, a registered investment advisor, was founded in August 2020 and is owned and operated by Alexander R. Potenza, who serves as the President and Chief Compliance Officer. The firm offers investment advisory services to individuals, high net worth individuals, and retirement plans, acting as a fiduciary to clients. Skyview Financial Group provides customized investment advisory solutions, including discretionary investment management and financial planning services. The firm primarily employs fundamental and technical analysis methods in developing investment strategies. Clients have the option to place reasonable restrictions on the types of investments in their portfolios. The firm manages $273,866,537 in assets on a discretionary basis as of December 31, 2024. The fee structure includes investment advisory fees up to 1.50% annually, based on factors such as the complexity of services and assets managed. The firm operates a Wrap Fee Program, where normal securities transaction fees are included in the overall investment advisory fee. Skyview Financial Group does not charge performance-based fees and does not receive compensation for securities transactions. The firm encourages clients to read the full Disclosure Brochure and discuss any questions with the advisor. Alexander R. Potenza holds the CIMA® certification and has a background in financial services, serving as President and Chief Compliance Officer at Skyview Financial Group since 2020. No disciplinary events or additional compensation are reported for Mr. Potenza.