Alex
Rohmann
Sanctuary Advisors, LLC
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About this Advisor
Alex Rohmann is a financial advisor based in Short Hills, New Jersey, working with Sanctuary Advisors, LLC. Alex has previously held positions at Providence College, Santander, Forester Capital, Sanctuary Securities, Inc, and Sanctuary Advisors LLC. Alex has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Jersey. Currently, Alex is part of Sanctuary Advisors, LLC, which operates out of Short Hills, New Jersey. 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
Alex Rohmann Work History
Sanctuary Advisors LLC
Sanctuary Securities, Inc
Forester Capital
Santander
Providence College
Disclosures
Please visit the SEC profile of Alex Rohmann 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
Plano, TX
Danville, CA
Williamsburg, VA
Wayne, PA
Elgin, IL
Indianapolis, IN
Indianapolis, IN
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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