James Gregory Charles
Founder, Managing Member, CcoSanctuary Financial Planning, LLCCRD 1785950
About James Gregory Charles
James Gregory Charles is listed as Founder, Managing Member, Cco at Sanctuary Financial Planning, LLC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Sanctuary Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Gregory Charles work?
James Gregory Charles is listed as Founder, Managing Member, Cco at Sanctuary Financial Planning, LLC on SEC Form ADV.
How much of Sanctuary Financial Planning, LLC does James Gregory Charles own?
Form ADV reports a beneficial ownership band of 50-75%.
Sanctuary Financial Planning, LLC
| Title | Founder, Managing Member, Cco |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2023 |