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).
Current Firm Details
By the Numbers
Total Assets Under Management8,000MILLION
Total Number of Accounts34ACCOUNTS
Average Account Value$235,302,622
- 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 Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
Financial Advisors at Cercano Management LLC
No Advisor Found.
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