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Building 2SANCHEZ WEALTH MANAGEMENT GROUP, LLC

Map pinJACKSONVILLE, FL
Phone904-281-9261
NotebookSEC #801-78772
Total AUM
$571.2M
Employees
3
Clients
545

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5150 BELFORT RD., SUITE 702
JACKSONVILLE
FL 32256-6038
United States
Operating Hours
8:30 A.M. TO 4:00 P.M.
Monday - Friday
Phone
904-281-9261

ReceiptFinancials

Total AUM
$571.2M
Accounts
1,502
Discretionary
$571.2M
Accounts
1,502
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
366
AUM
$140.6M
HNW Individual Clients
172
AUM
$419.9M
Pension/Profit Sharing Plan Clients
2
AUM
$6.4M
Charitable Organization Clients
1
AUM
$71.9K
Corporation or Business Clients
4
AUM
$4.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANCORSCTX

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

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