SANCTUARY ADVISORS, LLC

3815 River Crossing Pkwy
Suite 200
Indianapolis, Indiana 46240
Tel: 317-975-7729

About SANCTUARY ADVISORS, LLC

SANCTUARY ADVISORS, LLC, formally registered with the SEC as SANCTUARY ADVISORS, LLC. The firm was established in 07/10/2015. They have over 84 offices throughout the country.

SANCTUARY ADVISORS, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $22,024,300,000 assets under management, offering retirement planning & investment advisory services to 49099 clients. The firm is staffed with 643 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226606
SEC#	801-99364
Assets Managed by Firm	$22,024,300,000
No. of Clients	49099
No. of Advisors	643

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	49099	$22,024,300,000
Individuals (other than high net worth individuals)	10174	$6,445,100,000
High net worth individuals	2513	$14,152,400,000
Pension and profit sharing plans	26	$230,800,000
Charitable organizations	39	$164,800,000
Corporations or other businesses	253	$1,031,200,000

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