1110 112th Avenue Ne
Suite 202
Bellevue, Washington 98004
Tel: 425-371-7500
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 315897 |
SEC# | 801-122903 |
Assets Managed by Firm | $8,000,289,154 |
No. of Clients | 34 |
No. of Advisors | 45 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 34 | $8,000,289,154 |
High net worth individuals | 10 | $1,200,489,862 |
Charitable organizations | Fewer than 5 clients | $13,372,984 |
Corporations or other businesses | Fewer than 5 clients | $319,631,703 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$386,290,864,100 | 132036 | 836 | |
$156,620,655,662 | 744 | 651 | |
$47,233,145,795 | 69895 | 651 | |
$41,232,351,167 | 113 | 12 | |
$26,539,000,000 | 19 | 114 |
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