5150 Belfort Rd., Suite 702
Jacksonville, Florida 32256-6038
Tel: 904-281-9261
SANCHEZ WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as SANCHEZ WEALTH MANAGEMENT GROUP, LLC. The firm was established in 11/12/2013. They have over 1 offices throughout the country.
SANCHEZ WEALTH MANAGEMENT GROUP, LLC is a Jacksonville, Florida based Financial Planning firm with nearly $278,931,032 assets under management, offering retirement planning & investment advisory services to 1021 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 169274 |
SEC# | 801-78772 |
Assets Managed by Firm | $278,931,032 |
No. of Clients | 1021 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1021 | $278,931,032 |
Individuals (other than high net worth individuals) | 403 | $94,363,652 |
High net worth individuals | 100 | $178,030,637 |
Pension and profit sharing plans | 3 | $4,113,049 |
Corporations or other businesses | 3 | $2,423,694 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
Explore More Retirement Advisors in Jacksonville, Florida