Eugenia
Georgescu-Hansen

Sanctuary Wealth Management, LLC

CRD#6220831
Investment Advisor
in Pocatello, ID

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About this Advisor

Eugenia Georgescu-Hansen is a financial advisor working in Pocatello, Idaho. Georgescu-Hansen works at Sanctuary Wealth Management, LLC. During their career, Georgescu-Hansen has held roles at Pensionmark Financial Group, Sanctuary Wealth Management, LLC and Freedom Fiduciaries LLC. Georgescu-Hansen has a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Idaho. Sanctuary Wealth Management, LLC is a registered investment business based in Pocatello, ID. It has $204 million in total assets among its 648 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 648 client accounts, 26% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors are based on the services provided. Fee types billed by Sanctuary Wealth Management, LLC can include any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

275 South 5Th Avenue Suite 151
Pocatello, ID 83201

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Sanctuary Wealth Management, LLC Brokerage Details

Total Assets Under Management

$203,492,661

ID Average: $655,107,610
Total Number of Employees

10

ID Average: 12
Total Number of Accounts

648

ID Average: 770
Average Account Size

$314,032

ID Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Eugenia Georgescu-Hansen Work History

Eugenia has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Freedom Fiduciaries LLC

2022 - 2023 (1 year)

Sanctuary Wealth Management, LLC

2013 - 2022 (9 years)

Pensionmark Financial Group

*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 Eugenia Georgescu-Hansen 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 Wealth Management, LLC

Eugenia Georgescu-Hansen
Pocatello, ID
Ashley Anderson
Pocatello, ID
Lauren Dalton
Pocatello, ID
Joel Phillips
Pocatello, ID
Andrew Cortez
Pocatello, ID
Ty Gentry
Pocatello, ID
Gene Esplin
Pocatello, ID
Brett Robison
Pocatello, ID

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.

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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.

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