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CRD: 309677
Life's Sanctuary Financial Planning, LLC
Kenosha, WI
2623081595
$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2020
- Office Locations
- 1
Office Locations
-- Kenosha WI
About Life's Sanctuary Financial Planning, LLC
Life's Sanctuary Financial Planning, LLC is a Kenosha-based RIA. The firm has been operating for 5 years. Managing $4.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$693.0K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Foundation
Client Personas
Pathway
Investment Themes
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Investment Vehicles
Atlas momentum
Services
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Owner & Executives
No owner records available.
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Unlock allContacts
William Michael Kaufmann
Senior Manager
- CRD
- #7295249
(829) 465-5659
ridge.matrix@embercapital.com
in linkedin.com/in/prime-capital
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,850,829 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,850,829 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,850,829
Equity - Exchange:
55.7% Cash:
21.7% Derivatives:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,351,797,115 | 55.7% |
| Cash | $1,305,816,829 | 21.7% |
| Derivatives | $1,359,975,132 | 22.6% |
| Total | $6,017,589,076 | 100.0% |