Sanctuary Advisors is an investment advisor in Indianapolis with $16.22 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
473162022
SEC advisor number
801-99364
FINRA CRD number
226606
AUM ?
$16.22 bn
(as of 12 May 23)
Accounts
38,933
(as of 12 May 23)
Employees
535
(303 investment advisory or research)
Office hours
Monday - Friday, 8:00AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sanctuary Wealth Group LLC | Sole Member | 01/2015 | > 75% |
Az Us Holdings Inc. | Member - Class a Units | 06/2022 | 50-75% |
Azimut Holdings S.p.a | Owner | 06/2022 | > 75% |
Walter, Robert, Alan | President | 10/2021 | < 5% |
Chene, David, Kennedy | Elected Manager of Sanctuary Wealth Group, LLC | 06/2022 | |
Didden, James, Matthew | Elected Manager of Sanctuary Wealth Group, LLC | 06/2022 | |
Guiati, Massimo | Elected Manager of Sanctuary Wealth Group, LLC | 06/2022 | |
Azimut Uk Holdings LTD. | Owner | 06/2022 | > 75% |
Malamed, Adam, Scott | Elected Manager of Sanctuary Wealth Group, LLC | 10/2022 | |
Chase, Kevin, P | Chief Compliance Officer | 04/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings