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SANCHEZ & ZURES, LLC
CRD 139898 · SEC 801-112872
1750 TYSONS BOULEVARD, SUITE 1500, MCLEAN, VA, 22102, United States
Phone
703-349-0330
Fax
703-991-6583
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.9M
Discretionary AUM
$241.9M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $38.8M |
| High net worth individuals | 63 | $203.1M |
States served
DC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD