Grant
Sloan
Sanctuary Advisors, LLC
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About this Advisor
Grant Sloan is a financial advisor based out of Indianapolis, Indiana who has 1 year of industry experience. Sloan is currently employed by Sanctuary Advisors, LLC. During their career, the advisor has held roles at Full Time Education (Zionsville Hs), Bullpen Tournaments, Full Time Education (University Of Virginia), The Club At Chatham Hills, Full Time Education (Indiana University), Indiana University Varsity Club, Saddlebrook Golf Club and Sanctuary Wealth. Sloan maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Sanctuary Advisors, LLC is a financial advisory business operating out of Indianapolis, IN. The investment advisory business has offices in 80 locations and a total of 510 employees. It administers $16 billion in assets among its 38,933 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 47 charitable organizations. Of its 38,933 accounts, 17% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Sanctuary Advisors, LLC 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. Fees charged by financial advisors typically depend on the financial services provided. Fee types billed by Sanctuary Advisors, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$16,220,200,000
510
38,933
$416,618
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
Grant Sloan Work History
Grant has been registered as a financial advisor for 1 years.*
Sanctuary Wealth
Saddlebrook Golf Club
Full Time Education (Indiana University)
Indiana University Varsity Club
Full Time Education (Indiana University)
Full Time Education (Indiana University)
The Club At Chatham Hills
Full Time Education (Indiana University)
Bullpen Tournaments
Full Time Education (University Of Virginia)
Full Time Education (Zionsville Hs)
*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 Grant Sloan 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
Fort Worth, TX
Indianapolis, IN
Spring, TX
Marion, OH
Spring, TX
Short Hills, NJ
Short Hills, NJ
Aliso Viejo, CA
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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