Timothy
Wright

Sanctuary Advisors, LLC

CRD#4461532
Investment Advisor
in Indianapolis, IN

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About this Advisor

Timothy Wright is a financial advisor based in Indianapolis, Indiana, working with Sanctuary Advisors, LLC. Timothy has previously held positions at Wtw Holdings, Inc and Kailash Biosciences, LLC. Timothy has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Timothy 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

Series 65

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

3815 River Crossing Pkwy Suite 200
Indianapolis, IN 46240

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$22,024,300,000

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

597

IN Average: 46
Total Number of Accounts

49,099

IN Average: 1,775
Average Account Size

$448,569

IN 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

Timothy Wright Work History

2013 - Present (11 years)

Kailash Biosciences, LLC

1987 - Present (37 years)

Wtw Holdings, Inc

Disclosures

Please visit the SEC profile of Timothy Wright 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

Jennifer Juergens
College Station, TX
Philip Benavides
Brentwood, TN
Christopher Walls
Williamsburg, VA
Alexandra Freedman
Wayne, PA
Steven Sutton
Indianapolis, IN
Amanda Miller
Indianapolis, IN
Emmett Cosgrove
Indianapolis, IN
Crystal Jamieson
Aliso Viejo, CA

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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