Overview
Assets Under Management: $175 million
Headquarters: MCLEAN, VA
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Frequently Asked Questions
SANCHEZ & ZURES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139898), SANCHEZ & ZURES, LLC is subject to fiduciary duty under federal law.
SANCHEZ & ZURES, LLC is headquartered in MCLEAN, VA.
SANCHEZ & ZURES, LLC serves 51 high-net-worth clients according to their SEC filing dated April 02, 2024. View client details ↓
According to their SEC Form ADV, SANCHEZ & ZURES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SANCHEZ & ZURES, LLC manages $175 million in client assets according to their SEC filing dated April 02, 2024.
According to their SEC Form ADV, SANCHEZ & ZURES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.20
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 612
Discretionary Accounts: 612
Regulatory Filings
CRD Number: 139898
Last Filing Date: 2024-04-02 00:00:00
Website: https://szadvisors.com