$241.9M Total AUM
$241.9M Disc. AUM
19.0% 3Y CAGR
2 Employees
142 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-10-2006
- Office Locations
- 1
Office Locations
1750 Tysons Boulevard Suite 1500 Mclean VA
About Sanchez & Zures, LLC
Sanchez & Zures, LLC is a fee-only RIA providing financial planning, portfolio management, and tax preparation, with CFP- and CPA-led advice and no commissions. Portfolios follow a disciplined, risk-managed approach and are ETF-heavy. The firm custodies with Charles Schwab, and its principals have been quoted by outlets including The Wall Street Journal and Bloomberg.
Team overview
-- AVG AGE
$121.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
20.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
POLICARPIO GARCIA SANCHEZ II
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #2999412
- Ownership
- 50% but less than 75%
Available
Available
Available
JEFFREY JOHN ZURES
Advisor, PRINCIPAL
- CRD
- #4610554
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,940,448 | $508,278 |
| Non-Discretionary | $0 | -- |
| Total | $241,940,448 | $508,278 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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