Sanchez & Zures, LLC
Sanchez & Zures, LLC (CRD# 139898) is a financial advisory firm headquartered in Mclean, VA. They manage $145,668,574 in 487 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management146MILLION
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Total Number of Accounts487ACCOUNTS
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Average Account Value$299,114
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, FL, TX, VA
Financial Advisors at Sanchez & Zures, LLC
1
Policarpio Sanchez (CRD# 2999412) is an Investment Advisor Representative working at Sanchez & Zures, LLC in Mclean, VA and has over 23 years of experience in the finance industry.
2
Jeffrey Zures (CRD# 4610554) is an Investment Advisor Representative working at Sanchez & Zures, LLC in Mclean, VA and has over 21 years of experience in the finance industry.
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