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- Custodian
- Morgan Stanley ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-13-2017
- Office Locations
- 1
Office Locations
About Sanctuary Advisors
Sanctuary Advisors is a Denver-based wealth management firm offering open-architecture access to core and specialized money managers and a fully liquid, transparent global multi-asset, multi-strategy portfolio approach built with cost- and tax-efficient investments. The team provides asset allocation modeling plus estate, tax, and philanthropic planning, and consolidated performance reporting across advised and held-away assets. Broker/dealer: Geneos; custody at Pershing.
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Owner & Executives
MARTIN JOEL ERZINGER
Chief Compliance Officer
- CRD
- #713979
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KAREN MARIE JORGENSEN
Financial Advisor
- CRD
- #1504873
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $191,544,207 | $4,075,409 |
| Total | $191,544,207 | $4,075,409 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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