Owen Galasso
Owen Galasso is a registered investment advisor at Sanctuary Advisors, LLC, based in Irvine, CA, with 26 years of industry experience. Owen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
100 Spectrum Center Drive, Suite 1240, Irvine, CA, 92618
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Regulatory History (1)
Financial
May 2023Other Business Activities
The provided text does not describe any outside business activities for Owen Galasso. It only includes his name and address.
Employment History
Current Registrations
Sanctuary Securities, INC.
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.