Irvine, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$30,784,600,000
ClientsTotal clients
19,025
AdvisorsAdvisors at this office
3
Of 404 advisors across 128 offices
Location
100 Spectrum Center Drive, Suite 1240
Irvine CA 92618
Advisors at this office
3
Advisors at this office
Owen G
Series 66
Irvine, CA
Sanctuary Advisors, LLC
Owen Galasso III is a financial advisor at Sanctuary Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Sanctuary Advisors and Sanctuary Securities in 2025. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of more than 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement consulting services.
Anthony G
Series 66
Irvine, CA
Sanctuary Advisors, LLC
Anthony Guinane is a financial advisor with Sanctuary Advisors, LLC and holds a Series 66 designation. He has 28 years of industry experience, including 12 years at UBS Financial Services. Outside of his advisory role, Guinane is the founder and managing partner of Dial Square Private Wealth, an investment advisory operating entity. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who deliver customized portfolio management and consulting services utilizing a variety of investment approaches and platforms.
James C
Series 66
Irvine, CA
Sanctuary Advisors, LLC
James Chiate is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Sanctuary Advisors in 2025. Chiate is also the founder and managing partner of Dial Square, an investment advisory entity. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop customized investment strategies using various analytical approaches and offers both discretionary and non-discretionary account management.
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