Life's Sanctuary Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 309677
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.31%
- Individuals33.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Life's Sanctuary Financial Planning, LLC is an independent registered investment adviser organized as an LLC that provides fee-based portfolio management to individual and family clients, including small-business owners. The firm charges clients a percentage of assets under management and operates on a discretionary basis. According to regulatory information, it does not market itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Derivatives1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1William Kaufmann
Managing Member And Chief Compliance OfficerCRD 7295249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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