Alex Robert Marshall

Sanctuary Advisors, LLC

1 Year of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax Planning

Sanctuary Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

357 advisors

Number of Clients

17,567 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$27.7B

Fee Structure

Location

9340 Priority Way West Drive, Indianapolis, IN, 46240

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sanctuary Advisors, LLC

March 2025 - Present · 11 mos

Sanctuary Securities, INC.Broker

December 2024 - Present · 1 yr 2 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.