Auric Capital Partners
Financial Services
United States
13 employees
- Employees
- 13
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Auric Capital Partners Overview
- Headquarters
- United States
- Website
- www.auriccapital.com
- Industry
- Financial Services
- Employees
- 13
- Founded
- 2022
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Auric Capital Partners
Auric Capital Partners is an independent financial solutions firm, dedicated to helping smart successful people make smart successful decisions about their financial lives. We launched our firm in order to provide a better, more personalized experience for our clients – including access to objective financial planning, a complete array of investment solutions, and leading technology. We build longstanding, loyal relationships, driven by our tenacity to deliver best possible outcomes. Our four founding partners have over 100 years of collective experience as wealth advisors. Based in Southern California: William A. Schellenberg; Jay Tamkoc, CRPC®; Luke McKelvy, CIMA; Jeffrey A. DeWees, CPFA, CRPS, CIMA Visit our website www.auriccapital.com to learn more about how Auric can help you pursue the goals you have for yourself and your family. And call on us to discuss how we can help you gain back time, so you can focus on what is most important in your life. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. Auric Capital Partners is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Auric Capital Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Auric Capital Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| John Kincannon, Mba | Senior Associate at Auric Capital | Aliso Viejo, California, United States |
Email
|
| William Schellenberg | Partner, Managing Director at Auric | Irvine, California, United States |
Email
Phone
|
| Anna T Walters, Crpc® | COO - Operational Excellence | Denver, Colorado, United States |
Email
Phone
|
| Luke Mckelvy | Managing Partner at Auric Capital | Orange County, California, United States |
Email
Phone
|
Employees by Management Level
Executive
1 profile
Director
1 profile
Senior / Lead
1 profile
Individual contributor
1 profile
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