SANCHEZ WEALTH MANAGEMENT GROUP, LLC - Financial Advisor in Florida, Jacksonville

Tel: 904-281-9261 5150 Belfort Rd., Suite 702 Jacksonville, Florida 32256-6038

About SANCHEZ WEALTH MANAGEMENT GROUP, LLC

SANCHEZ WEALTH MANAGEMENT GROUP, LLC is a Jacksonville, Florida based financial advisory firm with nearly $342,155,112 in assets under management and provides investment advisory services for 1069 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

169274

Firm SEC#:

801-78772

Assets Under Management:

$342,155,112

No. of Clients:

1069

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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