Kathrine
Calahan

Sanctuary Advisors, LLC

CRD#5393492
Investment Advisor
in Chicago, IL

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About this Advisor

Kathrine Calahan is a certified financial planner who works in Chicago, Illinois, with a total of 8 years of relevant experience. Calahan is an advisor for Sanctuary Advisors, LLC. Their career trajectory has included roles at David A. Noyes & Company and Noyes Advisors LLC. Calahan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Sanctuary Advisors, LLC is an advisory firm headquartered in Indianapolis, IN. The company has offices in 80 locations and a total of 510 advisors. It controls $16 billion in assets across its 38,933 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 47 charitable organizations. Of its 38,933 customer accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a number 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. A financial advisor's fee schedules depend on which services the firm provides the client. However, fees charged by Sanctuary Advisors, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

209 S Lasalle Street
Chicago, IL 60604

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$16,220,200,000

IL Average: $1,347,246,178
Total Number of Employees

510

IL Average: 46
Total Number of Accounts

38,933

IL Average: 1,775
Average Account Size

$416,618

IL Average: $759,012

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

Kathrine Calahan Work History

Kathrine has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Noyes Advisors LLC

2010 - Present (14 years)

David A. Noyes & Company

*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 Kathrine Calahan 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

Steven Filiaci
Short Hills, NJ
Kenneth Hopkins
Short Hills, NJ
Thomas M Stadum
Indianapolis, IN
Aureliana Lopes Monteiro
Indianapolis, IN
Samuel Perry
Fort Worth, TX
Susan Hoyt
Short Hills, NJ
Ian Brockhouse
Plattsburgh, NY
William Degener
Indianapolis, IN

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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