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Home > Retirement Planners > washington > bellevue > CERCANO MANAGEMENT LLC
CERCANO MANAGEMENT LLC
1110 112th Avenue Ne
Suite 202
Bellevue, Washington 98004
Tel: 425-371-7500
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 3 offices throughout the country.
CERCANO MANAGEMENT LLC is a Bellevue, Washington based Financial Planning firm with nearly $10,483,204,374 assets under management, offering retirement planning & investment advisory services to 43 clients. The firm is staffed with 70 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315897 |
| SEC# | 801-122903 |
| Assets Managed by Firm | $10,483,204,374 |
| No. of Clients | 43 |
| No. of Advisors | 70 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 43 | $10,483,204,374 |
| High net worth individuals | 10 | $2,459,981,950 |
| Charitable organizations | Fewer than 5 clients | $16,031,381 |
| Corporations or other businesses | Fewer than 5 clients | $359,334,494 |
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