Tanner
Vroman
Sanctuary Advisors, LLC
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About this Advisor
Tanner Vroman is a financial advisor who works in College Station, Texas who has 3 years of relevant experience. Vroman is currently employed by Sanctuary Advisors, LLC. Throughout their career, Vroman has worked at G Squared Private Wealth, Miramont Country Club, Texas A&M Univsersity - (Full Time Student), Ridgewood Country Club and Lorena High School (Full Time Student). Vroman maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Sanctuary Advisors, LLC is a business based in Indianapolis, IN. It has offices in 80 locations and a total of 510 financial advisors. It controls $16 billion in total assets between its 38,933 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 47 charities and foundations. Of its 38,933 accounts, 17% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a diverse assortment 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. Financial management fees vary depending on which services are provided. Fee types charged 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
Tanner Vroman Work History
Tanner has been registered as a financial advisor for 3 years.*
G Squared Private Wealth
Miramont Country Club
Miramont Country Club
Miramont Country Club
Texas A&M Univsersity - (Full Time Student)
Ridgewood Country Club
Lorena High School (Full Time Student)
*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 Tanner Vroman 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
Short Hills, NJ
Indianapolis, IN
Short Hills, NJ
Spring, TX
Short Hills, NJ
Marion, OH
Plattsburgh, NY
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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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.
