Liliana
Kaufmann
Sanctuary Advisors, LLC
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About this Advisor
Liliana Kaufmann is a financial advisor operating in Indianapolis, Indiana, who has 4 years of industry experience. Kaufmann is an advisor for Sanctuary Advisors, LLC. Over the course of their career, Kaufmann has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Sanctuary Securities, Inc and Sanctuary Advisors, LLC. Kaufmann has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana and Texas. Sanctuary Advisors, LLC is an advisory firm that has its headquarters in Indianapolis, IN. The company has offices in 80 locations and a total of 510 people on staff. It controls $16 billion in total assets between its 38,933 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 47 charities and foundations. Of its 38,933 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. Sanctuary Advisors, LLC has a wide array 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 vary depending on which service is provided. Fee types billed by Sanctuary Advisors, LLC can be comprised 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
Liliana Kaufmann Work History
Liliana has been registered as a financial advisor for 4 years.*
Sanctuary Securities, Inc
Sanctuary Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Liliana Kaufmann 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
Plattsburgh, NY
Short Hills, NJ
Short Hills, NJ
Short Hills, NJ
Fort Worth, TX
Aliso Viejo, CA
Spring, TX
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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