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SANCTUARY ADVISORS
1901 Wazee Street
Unit 607
Denver, Colorado 80202
Tel: (303) 220-5374
About SANCTUARY ADVISORS
SANCTUARY ADVISORS, formally registered with the SEC as SANCTUARY ADVISORS. The firm was established in 04/01/2020. They have over 1 offices throughout the country.
SANCTUARY ADVISORS is a Denver, Colorado based Financial Planning firm with nearly $235,507,749 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285428 |
| SEC# | 801-118344 |
| Assets Managed by Firm | $235,507,749 |
| No. of Clients | 1 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $235,507,749 |
| Individuals (other than high net worth individuals) | 26 | $6,596,063 |
| High net worth individuals | 22 | $228,911,686 |
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