Sankala Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$166,636,214
Total clients
110
35% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
28
Average account size
$1,514,875
Client services
Fee options
0.25% to 1.5% annually, depending on mandate type, complexity and size
$150-$350 per hour depending on mandate type, complexity and size for non-discretionary advisory services
Account minimum: $500,000 minimum, unless waived by the firm Fee-only: 0.25% to 1.5% of assets under management per annum for discretionary asset management services; $150-$350 per hour for non-discretionary investment advisory services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Sankala Group LLC
Lyons CO, United States
Number of offices
4
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