Lauren
Dalton
Sanctuary Wealth Management, LLC
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About this Advisor
Lauren Dalton is a financial advisor operating out of Pocatello, Idaho who has 6 years of relevant experience. Dalton is on the advisory team at Sanctuary Wealth Management, LLC. Their career trajectory has included roles at Sanctuary Wealth Management, Artsign Design, Helene'S Property Place, Full-Time Education and Kalos Capital. Dalton holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Idaho. Sanctuary Wealth Management, LLC is a financial advisory firm that has its headquarters in Pocatello, ID. It has $204 million in assets under management across its 648 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 648 accounts, 26% belong to high-net-worth clients who have more than $1 million in assets available to invest. Sanctuary Wealth Management, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial advisory services typically are based on which services are provided. However, fee types billed by Sanctuary Wealth Management, LLC most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sanctuary Wealth Management, LLC Brokerage Details
$203,492,661
10
648
$314,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Lauren Dalton Work History
Lauren has been registered as a financial advisor for 6 years.*
Kalos Capital
Sanctuary Wealth Management
Artsign Design
Helene'S Property Place
Full-Time Education
*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 Lauren Dalton 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
Pocatello, ID
Pocatello, ID
Pocatello, ID
Pocatello, ID
Pocatello, ID
Pocatello, ID
Pocatello, ID
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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