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Building 2SANKALA GROUP LLC

Map pin
Phone720-310-0605
NotebookSEC #801-129449
Total AUM
$159.1M
Employees
4
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:30-2:00 MST
Monday - Friday
Phone
720-310-0605
Other Offices
3

ReceiptFinancials

Total AUM
$159.1M
Accounts
447
Discretionary
$133.3M
Accounts
431
Non-Discretionary
$25.8M
Accounts
16

ContactClients

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Individual Clients
58
AUM
$20.5M
HNW Individual Clients
49
AUM
$123.3M
Corporation or Business Clients
1
AUM
$15.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
NON-DISCRETIONARY INVESTMENT AND FINANCIAL ADVISORY/FINANCIAL CONSULTING SERVICES.
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COMAMTPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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