SAMARA FINANCIAL, INC.

SAMARA FINANCIAL, INC. is an SEC-registered investment adviser (CRD 288772). Regulatory assets under management: $771K.

Registration

• CRD: 288772
• Type: Registered investment adviser
• Phone: 207-200-7727
• Latest filing: 2022-01-27
• Regulatory AUM: $771K
• Discretionary AUM: $771K
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288772 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search