S
$34.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
2 Employees
174 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-2015
- Office Locations
- 1
Office Locations
-- Leesburg VA
About Sampatti Financial LLC
Sampatti Financial LLC is a Leesburg-based RIA. The firm has been operating for 11 years. Managing $34.0M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$195.2K AVG AUM / CLIENT
9.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
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Services
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Owner & Executives
TIRUMALA KOLLUR
MANAGING PRINCIPAL
- CRD
- #6472628
- Ownership
- 50% but less than 75%
Available
Available
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A
ABDUL MALLICK
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #6472161
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,970,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,970,800 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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