Lowry
Bayley

Sanctuary Advisors, LLC

CRD#15409
Investment Advisor
in Chicago, IL

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About this Advisor

Lowry Bayley is a financial advisor working out of Chicago, Illinois who has 8 years of relevant experience. Bayley is currently employed by Sanctuary Advisors, LLC. Their career trajectory has included roles at David A. Noyes & Company and Noyes Advisors LLC. Bayley has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Indiana. Sanctuary Advisors, LLC is a company based in Indianapolis, IN. It has offices in 80 locations and a total of 510 financial advisors. It administers $16 billion in total assets between its 38,933 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 47 charitable organizations. Of its 38,933 client accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Sanctuary Advisors, LLC performs a number of services, including 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. Fees charged by financial advisors largely vary depending on which service is provided. Fees billed by Sanctuary Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Lowry Bayley Work History

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

2015 - Present (9 years)

Noyes Advisors LLC

1958 - Present (66 years)

David A. Noyes & Company

1958 - Present (66 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 Lowry Bayley 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

James Rohmann
Short Hills, NJ
Spencer Carlson
Spring, TX
Aureliana Lopes Monteiro
Indianapolis, IN
Samuel Perry
Fort Worth, TX
Steven Filiaci
Short Hills, NJ
Ian Brockhouse
Plattsburgh, NY
William Degener
Indianapolis, IN
Thomas M Stadum
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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