SANCTUARY ADVISORS, LLC

3815 River Crossing Pkwy
Suite 200
Indianapolis, Indiana 46240
Tel: 317-975-7729

About SANCTUARY ADVISORS, LLC

SANCTUARY ADVISORS, LLC, formally registered with the SEC as SANCTUARY ADVISORS, LLC. The firm was established in 07/10/2015. They have over 81 offices throughout the country.

SANCTUARY ADVISORS, LLC is a Indianapolis, Indiana based Financial Planning firm with nearly $16,220,200,000 assets under management, offering retirement planning & investment advisory services to 38933 clients. The firm is staffed with 560 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226606
SEC#	801-99364
Assets Managed by Firm	$16,220,200,000
No. of Clients	38933
No. of Advisors	560

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	38933	$16,220,200,000
Individuals (other than high net worth individuals)	10512	$5,359,600,000
High net worth individuals	2161	$9,427,200,000
Pension and profit sharing plans	2	$163,400,000
Charitable organizations	47	$257,200,000
Corporations or other businesses	230	$1,012,800,000

Inquire with SANCTUARY ADVISORS, LLC

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LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159
VALEO FINANCIAL ADVISORS, LLC 10 W. Carmel Dr Ste 400 Carmel, IN, 46032-3357	$7,103,709,028	15757	161

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