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 a small, domestically organized advisory firm structured as an LLC that provides portfolio management for individuals and small businesses. Its client focus is individual and family households, and it charges clients a fee based on a percentage of assets under management. The firm reports discretionary management authority and is not identified as an active ESG investor. It is not positioned as a capital allocator, pension consultant, related adviser, or a multi-state firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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