|
⚲
|
| Sanchez & Zures LLC
✚
|
|
|---|---|
| CRD # | 139898 |
| SEC # | 801-112872 |
| CIK # | |
| AUM | $145.7 MM (2023-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 703-349-0330 |
| Address | 1750 Tysons Boulevard Mclean, VA 22102 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 32.6 |
| (b) Individuals (high net worth individuals) | 58 | 113.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 487 | 145.7 |
| By Discretionary | ||
| Discretionary | 487 | 145.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 487 | 145.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.7 | |
| Total | 487 | 145.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Flagship Capital Management Inc
✚
|
PA | 0.1 |
|
Wall Street Investment Management LLC
✚
|
VA | 0.1 |
|
JK Financial Inc
✚
|
TX | 0.1 |
|
Richard G Slater
✚
|
CA | 0.1 |
|
Adolos Asset Management
✚
|
NC | 0.1 |
|
Arrien Investments Inc
✚
|
ID | 0.1 |
|
Disciplined Portfolio Solutions LLC
✚
|
NY | 0.1 |
|
Long Island Wealth Management Inc
✚
|
NY | 0.1 |
|
Knox Wealth Partners Advisory LLC
✚
|
TN | 0.1 |
|
Financial Management Services of America LLC
✚
|
FL | 0.1 |