Cercano Management LLC

Cercano Management LLC (CRD# 315897) is a financial advisory firm headquartered in Bellevue, WA. They manage $8,000,289,154 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,000
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $235,302,622
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Cercano Management LLC
No Advisor Found.
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