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Building 2SANCTUARY ADVISORS

Map pinDENVER, CO
Phone(303) 220-5374
NotebookSEC #801-118344
Total AUM
$191.5M
Employees
2
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1901 WAZEE STREET
UNIT 607
DENVER
CO 80202
United States
Operating Hours
7:00 A.M. TO 3:00 P.M.
Monday - Friday
Phone
(303) 220-5374

ReceiptFinancials

Total AUM
$191.5M
Accounts
47
Discretionary
$0
Accounts
0
Non-Discretionary
$191.5M
Accounts
47

ContactClients

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Individual Clients
28
AUM
$156.1M
HNW Individual Clients
17
AUM
$16.2M
Charitable Organization Clients
1
AUM
$19.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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