Sanchez Wealth Management Group LLC


Assets, Funds, Holdings

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Sanchez Wealth Management Group LLC
CRD #169274
SEC #801-78772
CIK #1697740
AUM $220.7 MM (100% Disc, 100% US, 2020-01-30)
Employees2 (100% Investors, 100% Brokers)
Address5150 Belfort Rd, Suite 702
Jacksonville, FL 32256-6038
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
IWF 17.9
IVV 10.3
JHML 7.7
QUAL 7.6
IWD 7.6
RSP 7.6
USMV 7.2
FTSM 5.3
MTUM 5.3
VLUE 4.4
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Goldman Lancaster Inc
CA 0.2
Birch Run Investments LLC
PA 0.2
Adams Chetwood Wealth Management LLC
NC 0.2
Stern Fisher Edwards Inc
CA 0.2
Lifeguide Financial Advisors LLC
PA 0.2
Kestrel Investment Management Corp
CA 0.2
Investment Consultants
IL 0.2
Taylor Frigon Capital Management LLC
CA 0.2
Secure Asset Management LLC
MI 0.2
New Century Investment Management Incorporated
MI 0.2
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