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Building 2SANCHEZ & ZURES, LLC

Map pinMCLEAN, VA
Phone703-349-0330
NotebookSEC #801-112872
Total AUM
$241.9M
Employees
2
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1750 TYSONS BOULEVARD
SUITE 1500
MCLEAN
VA 22102
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
703-349-0330
Other Offices
1

ReceiptFinancials

Total AUM
$241.9M
Accounts
476
Discretionary
$241.9M
Accounts
476
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79
AUM
$38.8M
HNW Individual Clients
63
AUM
$203.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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