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SANKALA GROUP LLC
CRD 154806 · SEC 801-129449
CO, United States
Phone
720-310-0605
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.1M
Discretionary AUM
$133.3M
Team
4 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Portfolio management (individuals)NON-DISCRETIONARY INVESTMENT AND FINANCIAL ADVISORY/FINANCIAL CONSULTING SERVICES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $20.5M |
| High net worth individuals | 49 | $123.3M |
States served
CO, MA, MT, PA
All web addresses on file
Official SEC filing: View on IAPD