SKYLINE FINANCIAL NORTHWEST

Legal name: SKYLINE FINANCIAL NORTHWEST LLC

CRD 146844File 801-133826

APPROVED

Retail clients

Custody

Filing as of Mar 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$148.3M

Bottom 25% of cohort (national)

Discretionary AUM

$135.6M

Non-discretionary $12.7M

Clients

133

610 accounts

Employees

Bottom 25% of cohort in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jul 7, 2025
Principal office: 2121 SW BROADWAY, SUITE 100, PORTLAND, OR, 97201
Phone: 888-739-7369
Website: HTTP://WWW.SKYLINEFINANCIALNW.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $148.3M
Discretionary AUM: $135.6M
Non-discretionary AUM: $12.7M
Discretionary accounts: 597
Non-discretionary accounts: 13
Total accounts: 610
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$2.5M
High net worth individuals	77	$119.9M
Pension and profit sharing plans	13	$12.7M
Individuals (other than high net worth individuals)	42	$13.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.