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CERCANO MANAGEMENT LLC

1110 112th Avenue Ne
Suite 202
Bellevue, Washington 98004
Tel: 425-371-7500

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About CERCANO MANAGEMENT LLC

CERCANO MANAGEMENT LLC, formally registered with the SEC as CERCANO MANAGEMENT LLC. The firm was established in 12/30/2021. They have over 2 offices throughout the country.

CERCANO MANAGEMENT LLC is a Bellevue, Washington based Financial Planning firm with nearly $8,000,289,154 assets under management, offering retirement planning & investment advisory services to 34 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#315897
SEC#801-122903
Assets Managed by Firm$8,000,289,154
No. of Clients34
No. of Advisors45

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total34$8,000,289,154
High net worth individuals10$1,200,489,862
Charitable organizationsFewer than 5 clients$13,372,984
Corporations or other businessesFewer than 5 clients$319,631,703

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