Michael
Mills

Sanctuary Advisors, LLC

CRD#5527660
Investment Advisor
in Spring, TX

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About this Advisor

Michael Mills is a financial advisor working out of Spring, Texas. Mills currently works for Sanctuary Advisors, LLC. Over the course of their career, Mills has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Sanctuary Securities, Inc and Sanctuary Advisors, LLC. Mills maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in Texas. Sanctuary Advisors, LLC is a financial advisory firm based in Indianapolis, IN. It has offices in 80 locations and a total of 510 employees. It has $16 billion in assets between its 38,933 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 47 charitable organizations. Of its 38,933 customer accounts, 17% are associated with high-net-worth individuals who have at least $1 million in investable assets. Sanctuary Advisors, LLC has a number 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. A financial advisor's fees usually vary depending on which services are provided. However, fees charged by Sanctuary Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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

9950 Woodloch Forest Dr Ste 2510
Spring, TX 77380

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Sanctuary Advisors, LLC Brokerage Details

Total Assets Under Management

$16,220,200,000

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

510

TX Average: 46
Total Number of Accounts

38,933

TX Average: 1,775
Average Account Size

$416,618

TX 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

Michael Mills Work History

Michael has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Sanctuary Securities, Inc

2023 - Present (1 year)

Sanctuary Advisors, LLC

2013 - 2023 (10 years)

Bank Of America, N.A

2012 - 2023 (11 years)

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 Michael Mills 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

Arman Melikian
Aliso Viejo, CA
Susan Hoyt
Short Hills, NJ
Aureliana Lopes Monteiro
Indianapolis, IN
Steven Filiaci
Short Hills, NJ
Jaymie Wendt
Spring, TX
Ian Brockhouse
Plattsburgh, NY
Samuel Perry
Fort Worth, TX
William Degener
Indianapolis, IN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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