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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sandena Inc
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|---|---|
| CRD # | 322947 |
| SEC # | 801-127171 |
| CIK # | |
| AUM | $133.9 M (2025-07-01) |
| Employees | 6 (33% Investors, 33% Brokers) |
| Phone | 858-326-0046 |
| Address | 9915 Mira Mesa Boulevard San Diego, CA 92131 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 58.3 |
| (b) Individuals (high net worth individuals) | 58 | 75.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 675 | 133.9 |
| By Discretionary | ||
| Discretionary | 675 | 133.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 675 | 133.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.9 | |
| Total | 675 | 133.9 |
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|---|---|---|
|
Forest Capital Operating Company LLC
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NC | 0.1 |
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MD | 0.1 |
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Kestrel Wealth Management LLC
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IN | 0.1 |
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Hanseatic Management Services Inc
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NM | 0.1 |
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UT | 0.1 |
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BHK Securities LLC
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AL | 0.1 |
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van der Noord Financial Advisors Inc
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SC | 0.1 |
|
Waypoints Financial LLC
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FL | 0.1 |
|
Cabin Advisors LLC
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KS | 0.1 |
|
Balanced Asset Strategies Ltd
✚
|
IL | 0.1 |