SANCHEZ & ZURES, LLC

1750 Tysons Boulevard
Suite 1500
Mclean, Virginia 22102
Tel: 703-349-0330

About SANCHEZ & ZURES, LLC

SANCHEZ & ZURES, LLC, formally registered with the SEC as SANCHEZ & ZURES, LLC. The firm was established in 04/19/2018. They have over 2 offices throughout the country.

SANCHEZ & ZURES, LLC is a Mclean, Virginia based Financial Planning firm with nearly $175,360,882 assets under management, offering retirement planning & investment advisory services to 612 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139898
SEC#	801-112872
Assets Managed by Firm	$175,360,882
No. of Clients	612
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	612	$175,360,882
Individuals (other than high net worth individuals)	69	$21,728,649
High net worth individuals	58	$153,632,233

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