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David Michael Shane

SANCTUARY ADVISORS, LLC·INDIANAPOLIS, Indiana
Series 27SANCTUARY ADVISORS, LLC
250 W, 96TH ST., INDIANAPOLIS, IN 46260CRD# 6970112Firm CRD# 226606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Michael Shane · INDIANAPOLIS, IN
Registration
CRD #6970112 · SANCTUARY ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
SANCTUARY ADVISORS, LLC
CRD 226606 · SEC 801-99364
AUM
$22.0B
Regulatory assets under management
Employees
633
49,099 client accounts
Services offered by SANCTUARY ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SANCTUARY ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does David Michael Shane offer?
David Michael Shane specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are David Michael Shane's credentials?
David Michael Shane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Shane located?
David Michael Shane is based in INDIANAPOLIS, Indiana, working with SANCTUARY ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does David Michael Shane charge for services?
David Michael Shane's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANCTUARY ADVISORS, LLC?
SANCTUARY ADVISORS, LLC has approximately 633 employees and manages $22.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SANCTUARY ADVISORS, LLC

Robert Lynn Cram
INDIANAPOLIS, IN
Michael H Longley
INDIANAPOLIS, IN
Kelly Marie Tramontano
INDIANAPOLIS, IN
Vincent Joseph Fertitta
INDIANAPOLIS, IN
Dominic Conenna
CHICAGO, IL
Richard Jay Lampen
INDIANAPOLIS, IN

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Research
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