Michael
Mittman
Sanctuary Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Mittman is a financial advisor who works in Denver, Colorado with 1 year of relevant experience. Mittman currently works for Sanctuary Advisors, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, Bank Of America, N.A, Sanctuary Advisors, LLC and Sanctuary Securities, Inc. Mittman has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in Colorado and Texas. Sanctuary Advisors, LLC is a business headquartered in Indianapolis, IN. It has offices in 80 locations and a total of 510 people on staff. It administers $16 billion in assets under management among its 38,933 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 47 charities and foundations. Of its 38,933 customer accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. Sanctuary Advisors, LLC offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees usually are based on the type of services offered. Fees charged by Sanctuary Advisors, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sanctuary Advisors, LLC Brokerage Details
$16,220,200,000
510
38,933
$416,618
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Mittman Work History
Michael has been registered as a financial advisor for 1 years.*
Sanctuary Advisors, LLC
Sanctuary Securities, Inc
Bank Of America,N.A
Merrill Lynch, Pierce, Fenner & Smith Inc : 7691
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Mittman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sanctuary Advisors, LLC
Indianapolis, IN
Indianapolis, IN
Short Hills, NJ
Short Hills, NJ
Marion, OH
Indianapolis, IN
Aliso Viejo, CA
Short Hills, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
