Samara Financial, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 288772
- Custodians
- SHAREHOLDERS SERVICE GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Samara Financial, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily to individuals and families. The firm is structured as a corporation and is owned by an individual. It does not engage in capital allocation or serve as a pension consultant, nor does it have affiliations with other advisory firms. Samara Financial does not actively pursue ESG investments and operates as a single-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents18%
- Non-Exchange Traded Equities2%
Contacts
1 of 1Lloyd Hall
President, CCOCRD 6894502
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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