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SANCTUARY ADVISORS, LLC
MIAMI, FL
317-975-7729
SEC #801-99364Total AUM
$34.9B
Employees
743Clients
19,540Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1450 BRICKELL AVENUE
SUITE 2610
MIAMI
FL 33131
United States
SUITE 2610
MIAMI
FL 33131
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
317-975-7729
Other Offices
83
Financials
Total AUM
$34.9B
Accounts
62,617Discretionary
$33.2B
Accounts
61,677Non-Discretionary
$1.6B
Accounts
940
Clients
Individual Clients
14,600AUM
$7.9B
HNW Individual Clients
4,425AUM
$22.9B
Pension/Profit Sharing Plan Clients
85AUM
$2.2B
Charitable Organization Clients
65AUM
$334.4M
Corporation or Business Clients
365AUM
$1.6B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
SRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.