SANKALA GROUP LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $159.1M |
| Discretionary | $133.3M84% of AUM |
| Non-Discretionary | $25.8M |
| Client Accounts | 447 |
| Avg Account Size | $356K |
| Employees | 4 |
| Peak AUM | $166.6MOct 2025 |
| AUM CAGR |
AUM by Client Type
Total AUM
$159M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $159M | +37.0% | +21.1% | — | |
| Discretionary AUM | $133M | ||||
Key Metrics
| Total AUM | $159.1M |
| Discretionary | $133.3M |
| Employees | 4 |
| Client Accounts | 447 |
| Client Range | 0 |
Contact & Location
Phone
720-310-0605
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$133M
83.8% of AUM
Non-Discretionary
$26M
16.2% of AUM
Disc. mix ▲ 4.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported