Sanchez & Zures, LLC (Mclean)

Name: Sanchez & Zures, LLC
Address: 1750 Tysons Boulevard, Mclean, VA, 22102
Telephone: 703-349-0330

Sanchez & Zures, LLC is a large advisory firm based in Mclean. It manages $118.24 million of regulatory assets for 567 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of District of Columbia, Maryland, and Virginia.

Sanchez & Zures provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sanchez & Zures: assets under management

The assets under management (AUM) of Sanchez & Zures, LLC is $118.24 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $118.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $208.54 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 60% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 36% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sanchez & Zures, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sanchez & Zures serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Sanchez & Zures is high net worth individuals with 47 clients and $68.72 million of assets under management. Among the 9 most similar advisory firms, Sanchez & Zures has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $118.24 million for 154 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sanchez & Zures doesn't advise any private funds.

Careers at Sanchez & Zures, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Policarpio Garcia Sanchez	Principal, chief compliance officer	1 Feb 2006	50% - 75%	2999412
Jeffrey John Zures	Principal	1 Feb 2006	50% - 75%	4610554

Based in Mclean

The principal office where Sanchez & Zures, LLC performs its advisory services is located at 1750 Tysons Boulevard, Mclean, VA 22102, which is also the mailing address of the firm. An additional office of the firm is in Vienna, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-349-0330 or by fax 703-991-6583. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at szadvisors.com.