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Kevin P Chase

SANCTUARY ADVISORS, LLC·INDIANAPOLIS, Indiana
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3815 RIVER CROSSING PKWY, INDIANAPOLIS, IN 46240CRD# 1626158Firm CRD# 226606
01

About

Kevin P Chase 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# 1626158
Firm CRD# 226606
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin P Chase offer?
Kevin P Chase specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Kevin P Chase's credentials?
Kevin P Chase is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin P Chase located?
Kevin P Chase is based in INDIANAPOLIS, Indiana, working with SANCTUARY ADVISORS, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Kevin P Chase charge for services?
Kevin P Chase'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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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
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