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Building 2SANCTUARY FINANCIAL PLANNING, LLC

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Phone(704) 705-8773
NotebookSEC #801-136364
Total AUM
$102.2M
Employees
3
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(704) 705-8773
Other Offices
1

ReceiptFinancials

Total AUM
$102.2M
Accounts
67
Discretionary
$41.4M
Accounts
59
Non-Discretionary
$60.7M
Accounts
8

ContactClients

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Individual Clients
8
AUM
$2.6M
HNW Individual Clients
36
AUM
$99.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SPEAKING ENGAGEMENTS
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCTXVA

HandshakeAffiliates

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

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