SANCHEZ & ZURES, LLC
Adviser information for SANCHEZ & ZURES, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 612 | $175.4M |
| Non-Discretionary | 0 | $0 |
| Total | 612 | $175.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 69 | $21.7M |
| HNW Individuals | 58 | $153.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-112872 |
|---|---|
| SEC ERA File Number | 801-112872 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 139898 |
| Legal Entity Identifier | None |
Principal Office
1750 TYSONS BOULEVARDSUITE 1500
MCLEAN
VA
United States
Monday - Friday, 8:30AM TO 5:30PM
Tel: 703-349-0330, Fax: 703-991-6583
Websites
Chief Compliance Officer
PAUL G. SANCHEZ
CO-FOUNDER, PRINCIPAL
1750 TYSONS BOULEVARD
SUITE 1500
MCLEAN
VA
United States
Tel:
703-349-0331
Fax:
703-991-6583
P***********@*************M
(Full email address available in API data)
Regulatory Contact
TODD E. SCHWARTZ
COMPLIANCE COUNSEL
1307 S SEVIER RD
RIDGEFIELD
WA
United States
Tel:
5033444346
Fax:
503-345-0921
C*********@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZURES, JEFFREY, JOHN | Individual | – | PRINCIPAL | 02/2006 | 50-75% |
| SANCHEZ, POLICARPIO, GARCIA | Individual | – | PRINCIPAL, CHIEF COMPLIANCE OFFICER | 02/2006 | 50-75% |