Kate Grace is a registered investment advisor at Sankala Group LLC, based in Lyons, CO. Kate 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
Lyons, CO
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Sankala Group LLC
June 2025 - Present · 10 mos
State Registrations1 state
CO
Advisor
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Exams
No exam information available for this advisor.