SANCTUARY ADVISORS, LLC

INDIANAPOLIS, Indiana·15 registered advisors·CRD# 226606
SEC# 801-9936483317-975-7729
01

Firm Overview

AUM
$22.0B
Regulatory assets under management
Employees
633
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SANCTUARY ADVISORS, LLC

15 registered advisors
Adam Scott Malamed
INDIANAPOLIS, Indiana
Cheryl A Bayley-Young
CHICAGO, Illinois
David Michael Shane
INDIANAPOLIS, Indiana
Dominic Conenna
CHICAGO, Illinois
Kelly Marie Tramontano
INDIANAPOLIS, Indiana
Kevin P Chase
INDIANAPOLIS, Indiana
Mark F Bayley
CHICAGO, Illinois
Mark William Damer
CHICAGO, Illinois
Massimo Guiati
INDIANAPOLIS, Indiana
Michael H Longley
INDIANAPOLIS, Indiana
Richard Jay Lampen
INDIANAPOLIS, Indiana
Robert Edward Gaudio
INDIANAPOLIS, Indiana
Robert Lynn Cram
INDIANAPOLIS, Indiana
Timothy Duane Smeal
INDIANAPOLIS, Indiana
Vincent Joseph Fertitta
INDIANAPOLIS, Indiana
05

Office Locations

INDIANAPOLIS, Indiana
11 advisors
CHICAGO, Illinois
4 advisors

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Data sourced from SEC Form ADV filings. SANCTUARY ADVISORS, LLC (CRD# 226606) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.