Overview
Assets Under Management: $159 million
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
SANKALA GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154806), SANKALA GROUP LLC is subject to fiduciary duty under federal law.
SANKALA GROUP LLC serves 49 high-net-worth clients according to their SEC filing dated February 11, 2026. View client details ↓
According to their SEC Form ADV, SANKALA GROUP LLC offers portfolio management for individuals. View all service details ↓
SANKALA GROUP LLC manages $159 million in client assets according to their SEC filing dated February 11, 2026.
According to their SEC Form ADV, SANKALA GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 447
Discretionary Accounts: 431
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 154806
Filing ID: 2052712
Last Filing Date: 2026-02-11 18:42:14