WM
William Montgomery
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Work Experience
Company Details
51-200 Employees
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary's ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms across 20 states with over $16.0 billion in assets under advisement. The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Alternative Solutions, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.
Year Founded
2018
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
3815 River Crossing Pkwy Suite 200 Indianapolis, Indiana 46240, US
Keywords
investment advisoryinvestment advisory servicesbrokerage and investment
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