AdvisorOS Directory
Claim Profile
KT

Kelly Marie Tramontano

SANCTUARY ADVISORS, LLC·INDIANAPOLIS, Indiana
Unclaimed Profile
250 W, 96TH ST., INDIANAPOLIS, IN 46260CRD# 2341338Firm CRD# 226606
01

About

Kelly Marie Tramontano is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with SANCTUARY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SANCTUARY ADVISORS, LLC
SANCTUARY ADVISORS, LLC
AUM
$22.0B
Regulatory assets under management
Employees
633
Total firm employees
View all advisors at SANCTUARY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2341338
Firm CRD# 226606
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

Browse INDIANAPOLIS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kelly Marie Tramontano offer?
Kelly Marie Tramontano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Kelly Marie Tramontano's credentials?
Kelly Marie Tramontano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Marie Tramontano located?
Kelly Marie Tramontano is based in INDIANAPOLIS, Indiana, working with SANCTUARY ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Kelly Marie Tramontano charge for services?
Kelly Marie Tramontano'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in INDIANAPOLIS
Larry Scot Wechter — MONUMENT CAPITAL PARTNERS 2, L.P.Terence Paul Weiss — WALLINGTON ASSET MANAGEMENT, LLCJeffrey Germaine Dowden — WALLINGTON ASSET MANAGEMENT, LLCGerald W. Throgmartin — CARDINAL EQUITY PARTNERS, LLCCurt Robert Fritsch — CRF FINANCIAL GROUP
Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile