Summary
The Sanctuary Wealth Group
Founded in 2011
Description
Sanctuary Wealth is an advanced platform for the next generation of elite advisors. They provide a complete technology and operations platform, as well as support from a community of like-minded advisors and invaluable affiliated businesses. Their part...
Strengths
- The Sanctuary Wealth Group has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since The Sanctuary Wealth Group was founded, the company has grown faster than the industry average
Annual Revenue
The Sanctuary Wealth Group's annual revenue
$6546000
Based on Kona Equity data
-
Revenue per employee
$242444
-
Variance of revenue growth
0.03
-
Annual revenue growth since founding
$946250
-
Revenue growth rate from first known quarter to current
26.2%
Employee Count
27 employees
-
Employee growth rate from first known quarter to current
13.3%
Executives
Karen Miller
Director, Institutional & Insurance Operations
k**@sanctuarywealth.comDavid Shane
Chief Financial Officer
d**@sanctuarywealth.comBelinda Wallace
Executive Assistant
b**@sanctuarywealth.comRobert Gaudio
Managing Director, Operations & Administration
r**@sanctuarywealth.comLynn Skarren
Orion Administrator
l**@sanctuarywealth.comGrant Sloan
Junior Financial Analyst
g**@sanctuarywealth.comPatrick Mcgowan
Head Managing Director, Alternative Investments
p**@sanctuarywealth.comSarah Irwin
Senior Marketing Associate
s**@sanctuarywealth.comMaria Felice
Executive Administrative Assistant
m**@sanctuarywealth.comBennett Vanmieghem
Hardware Support Specialist
b**@sanctuarywealth.comCarmen Irazola
Head of Marketing & Communication
c**@sanctuarywealth.comRobert Walter
President
r**@sanctuarywealth.comChris Hutchens
Senior Compliance Officer & Anti-Money Laundering Officer
c**@sanctuarywealth.comMatthew Williams
Junior Financial Analyst
m**@sanctuarywealth.comMichael Longley
Head of Business Development, Managing Director, Delivery
m**@sanctuarywealth.comJack Mccormack
Chief Information Officer
j**@sanctuarywealth.comAlexandria Dolph
Compliance & Regulatory Attorney
a**@sanctuarywealth.comKelly Tramontano
Chief Operating Officer
k**@sanctuarywealth.comJeff Balkan
Managing Director, Consulting
j**@sanctuarywealth.comKevin Chase
Chief Compliance Officer
k**@sanctuarywealth.comLauren Sulkowski
Vice President, Human Resources
l**@sanctuarywealth.comDean Schneider
Operations Principal
d**@sanctuarywealth.comVince Fertitta
President, Wealth Management
v**@sanctuarywealth.comShari Miller
Chief People Officer
s**@sanctuarywealth.comLou Mancusi
Managing Director
l**@sanctuarywealth.comMiles Edwards
Chief Compliance Officer
m**@sanctuarywealth.comJene Hoosier
Strategy Head of Platform
j**@sanctuarywealth.comJohn Gatesman
Managing Director, Insurance Services
j**@sanctuarywealth.comSteve Quirini
Vice President, Wealth Advisor
s**@sanctuarywealth.comMarci Levine
Vice President, Wealth Advisor
m**@sanctuarywealth.comG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: The Sanctuary Wealth Group
- Category: Investment management
- Industry: Financial Planner
- NAICS: 523910; 523
See similar companies
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By City New York City Small Financial Planner in New York City Mid-size Financial Planner in New York City Investment management in New York City Small Investment management in New York City Mid-size Investment management in New York City
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By State NY Small companies in NY Investment management in NY Small Investment management in NY Mid-size Investment management in NY Small Financial Planner in NY Mid-size Financial Planner in NY
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By Category Investment management Small Investment management Mid-size Investment management
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
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Firmographic data G Score of 6 Founded in 2011 NAICS: 523910 NAICS: 523
Frequently Asked Questions
The Sanctuary Wealth Group's headquarters are located at 110 Greene St, Ste 600 300 New York City, NY 10012.
The Sanctuary Wealth Group's official website is sanctuarywealth.com
The Sanctuary Wealth Group's annual revenue is $6.5 M.
The Sanctuary Wealth Group's NAICS: 523910; 523.
The Sanctuary Wealth Group has 27 employees
The Sanctuary Wealth Group is in the industry of Investment management.
