RIA Intel›Advisers›Maine›SAMARA FINANCIAL, INC.

SAMARA FINANCIAL, INC.

Advisory

ME

Data as of Jan 27, 2022 · Source: SEC Form ADV

Average account

$86K

across 9 accounts

AUM per adviser

$771K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2022.

Total AUM

$771K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$771K

Discretionary AUM$771K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InME

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

BAINBRIDGE CAPITAL MANAGEMENT, LLC

$339K

BLACK HARBOR FINANCIAL LLC

$2M

EDUCATED INVESTORS

$2M

STILLWATER INVESTING INC

$2M

MAINE INVESTMENT AND PLANNING SERVICES, LLC

$2M

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