Auric Capital Partners
Company

Auric Capital Partners

Financial Services United States 13 employees
Employees
13
Contacts
4
Emails
4
Phones
3

Auric Capital Partners Overview

Headquarters
United States
Industry
Financial Services
Employees
13
Founded
2022
NAICS
Finance and Insurance
Monetary 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 Contact
John Kincannon, Mba Senior Associate at Auric Capital
Email
William Schellenberg Partner, Managing Director at Auric
Email Phone
Anna T Walters, Crpc® COO - Operational Excellence
Email Phone
Luke Mckelvy Managing Partner at Auric Capital
Email Phone

Employees by Management Level

Executive 1 profile
Director 1 profile
Senior / Lead 1 profile
Individual contributor 1 profile

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