Sanchez Wealth Management Group, LLC

Sanchez Wealth Management Group, LLC (CRD# 169274) is a financial advisory firm headquartered in Jacksonville, FL. They manage $342,155,112 in 1,069 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256
http://www.sanchezwealth.com
By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    1,069
    ACCOUNTS
  • Average Account Value
    $320,070
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, LA, NC, SC, TX

Financial Advisors at Sanchez Wealth Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joshua Mandelkorn, financial advisor Jacksonville FL
Joshua S. Mandelkorn
CRD#: 5889501
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256

Joshua Mandelkorn (CRD# 5889501) is an Investment Advisor Representative working at Sanchez Wealth Management Group, LLC in Jacksonville, FL and has over 13 years of experience in the finance industry.

2
Christen Sanchez, financial advisor Jacksonville FL
Christen L. Sanchez
CRD#: 2885667
5150 Belfort Rd., Suite 702, Jacksonville, FL 32256

Christen Sanchez (CRD# 2885667) is an Investment Advisor Representative working at Sanchez Wealth Management Group, LLC in Jacksonville, FL and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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