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SANCHEZ WEALTH MANAGEMENT GROUP, LLC
Tel: 904-281-9261
5150 Belfort Rd., Suite 702 Jacksonville, Florida 32256-6038
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
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
Firm CRD#:
169274
SEC#:
801-78772
No. of Clients:
1069
Assets under Management
$342,155,112
No. of Advisors:
2
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