David
Kania
Sanctuary Advisors, LLC
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About this Advisor
David Kania is a financial advisor based in Indianapolis, Indiana, working with Sanctuary Advisors, LLC. David has previously held positions at Sentinel Financial Services Company, Edward Jones, Bragg Financial Advisors, Inc, Umb Distribution Services, LLC, and First Pacific Advisors. David has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, David is part of Sanctuary Advisors, LLC, which operates out of Indianapolis, Indiana. The firm has 83 offices and 597 employees. The firm manages assets totaling $22.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Sanctuary Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$22,024,300,000
597
49,099
$448,569
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
David Kania Work History
Umb Distribution Services, LLC
First Pacific Advisors
Bragg Financial Advisors, Inc
Edward Jones
Sentinel Financial Services Company
Disclosures
Please visit the SEC profile of David Kania 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
Spring, TX
Indianapolis, IN
Wayne, PA
Williamsburg, VA
Aliso Viejo, CA
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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