|
⚲
|
| Sandena Inc
✚
|
|
|---|---|
| CRD # | 322947 |
| SEC # | 801-127171 |
| CIK # | |
| AUM | $148.8 M (2026-03-03) |
| Employees | 7 (29% Investors, 14% Brokers) |
| Phone | 858-326-0046 |
| Address | 9915 Mira Mesa Boulevard San Diego, CA 92131 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 220 | 54.4 |
| (b) Individuals (high net worth individuals) | 67 | 93.9 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 675 | 148.8 |
| By Discretionary | ||
| Discretionary | 675 | 148.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 675 | 148.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.8 | |
| Total | 675 | 148.8 |
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|---|---|---|
|
Bellingham Capital Management Inc
✚
|
WA | 0.1 |
|
Harborfront Financial LLC
✚
|
MI | 0.1 |
|
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TX | 0.1 |
|
Harvest Financial Partners LLC
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|
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|
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|
Peerless Wealth LLC
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|
Curtis Wealth Management LLC
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|
NV | 0.1 |
|
Sonnet LLC
✚
|
TX | 0.1 |
|
Arborfi Advisors LLC
✚
|
MI | 0.1 |
|
Prestige Wealth Management Inc
✚
|
TX | 0.1 |