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Harold Hallstein

15 Years of Experience
Lyons, CO

Harold Hallstein is a registered investment advisor at Sankala Group LLC, based in Lyons, CO, with 15 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 107 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$159.1M
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Harold serves on the board of directors of Winter Wildlands Alliance and is a limited partner in three real estate investment partnerships. He also serves on the board of managers of Hadar Investments LLC.

Employment History
Current Registrations
Sankala Group LLC
January 2011 - Present · 15 yrs 3 mos
State Registrations2 states
COMA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Harold Hallstein - Financial Advisor | TrueAdvisor