Sankala Group LLC

RIASEC RegisteredEst. 2024
Total AUM
$159M
Discretionary
$133M
84% of AUM
Avg account
$356K
Accounts
447
Employees
4
Advisory reps
4

Firm details

Headquarters
,
CRD number
154806
Registered since
April 3, 2024
Website
www.sankalagroup.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI77.51%
  • Individuals12.86%
  • Corporations / Businesses9.64%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Sankala Group LLC is an independent registered investment adviser organized as an LLC and operating with an owner who is an individual. The firm serves individual and family clients and provides portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets under management fee with the option for hourly charges. The adviser is not positioned as a capital allocator and does not describe itself as an active ESG investor. It is not a multi-state adviser and does not list pension consulting or related-adviser services among its activities. SEC registration is recorded as 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, US Government Bonds 20%, Non-Exchange Traded Equities 2%, Derivatives 2%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 1%73%
  • Exchange Traded Equities73%
  • US Government Bonds20%
  • Non-Exchange Traded Equities2%
  • Derivatives2%
  • Public Funds/Mutual Funds2%

Contacts

3 of 4
  • Kate Grace

    Kate Grace

    PartnerCRD 8108962

  • Harold Hallstein

    Harold Hallstein

    Managing PartnerCRD 5832334

  • Peter Burns

    Peter Burns

    PartnerCRD 7777921

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 277

Active vs passive

$124M in ETFs

Passive

86%

$107M

Active

10%

$17.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES TREASURY FLOATING RATE BOND ETF (TFLO)BlackRockPassiveUltrashort Bond$7M138,5075.64%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth