Skloff, Aaron provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Skloff, Aaron reports 444 clients. They include 416 individual clients and 28 high-net-worth individuals. Of its assets, 100.0% ($114M across 634 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 47% |
| High-net-worth individuals | 6% | 53% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 416 | $53.9M | 47.3% | $130K |
| High-net-worth individuals | 28 | $60.1M | 52.7% | $2.15M |
| Total | 444 | $114M | 100% | $257K |
- Clients
- 416
- Regulatory AUM
- $53.9M
- AUM share
- 47.3%
- Avg. per client
- $130K
- Clients
- 28
- Regulatory AUM
- $60.1M
- AUM share
- 52.7%
- Avg. per client
- $2.15M
Total
- Clients
- 444
- Regulatory AUM
- $114M
- AUM share
- 100%
- Avg. per client
- $257K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Skloff, Aaron charges 0.50%–1.50% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.50% |
| $1M–$2M | 1.25% |
| $2M–$3M | 1.00% |
| $3M–$4M | 0.75% |
| $4M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at $400 per hour, 50% in advance with the balance due on plan delivery.
Aaron Skloff owns 75% or more of Skloff, Aaron. Aaron Skloff is CEO. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Skloff, Aaron
Aaron Skloff
Control person · since January 2006
Besides its headquarters, Skloff, Aaron has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Skloff, Aaron
- Headquarters
- Not reported
- Website
- skloff.com
- Phone
- 908-464-3060
- @skloff-financial-group
- SEC file
- 801-134803
- Structure
- Florida sole proprietorship
- Fiscal year end
- December
Skloff, Aaron’s named custodian for separately managed accounts is Fidelity ($112M). Skloff, Aaron does not have custody of client assets.
- FidelityFidelity · Boston, MA · $112M100%
At year end, Skloff, Aaron’s separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks4%
- Funds92%
- Bonds1%
- Cash4%
How many clients does Skloff, Aaron have?
Skloff, Aaron has 444 clients and manages $114 million for them, as of August 2026. They include 416 individual clients and 28 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Skloff, Aaron offer?
Skloff, Aaron provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Skloff, Aaron charge?
Skloff, Aaron charges 0.50%–1.50% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
Source: ADV2A SEC, filed 7 January 2026
Which custodians does Skloff, Aaron use?
Skloff, Aaron’s separately managed account assets are held at Fidelity (Boston, MA), with $112M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Skloff, Aaron have?
Skloff, Aaron has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Skloff, Aaron invest in?
At the end of its last fiscal year, Skloff, Aaron’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 4% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Skloff, Aaron?
Skloff, Aaron’s direct owner is Aaron Skloff (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Skloff, Aaron get paid?
Skloff, Aaron is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Skloff, Aaron?
Its phone number is 908-464-3060. Its website is skloff.com.
