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Sanchez & Zures, LLC

● SEC registered since 2018CRD 139898SEC# 801-112872McLean, VA
Export (members)
Reg. AUM
$241.9M
Employees
2
Accounts
476
Location
McLean, VA

Sanchez & Zures, LLC assets under management

Sanchez & Zures, LLC operates as an SEC-registered investment adviser based in McLean, VA. The firm has been registered since 2018. It reports $241.9 million in regulatory assets under management and employs 2 people.

Sanchez & Zures, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey John Zures ControlPrincipal50-75%2006
Policarpio Garcia Sanchez ControlPrincipal, Chief Compliance Officer50-75%2006

Frequently asked questions

How much does Sanchez & Zures, LLC manage?

Sanchez & Zures, LLC reports $241.9 million in regulatory assets under management on its Form ADV.

How many employees does Sanchez & Zures, LLC have?

Sanchez & Zures, LLC reports 2 employees.

Where is Sanchez & Zures, LLC located?

Sanchez & Zures, LLC is based in McLean, VA and has been SEC-registered since 2018.

Does Sanchez & Zures, LLC disclose fund performance?

Sanchez & Zures, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1750 Tysons Boulevard, Suite 1500, McLean, VA 22102
Phone703-349-0330
Fax703-991-6583
Office hours8:30a.m. To 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$241.9M▲ 19%
Mar '25 — $202.9MApr '25 — $202.9MMay '25 — $202.9MJun '25 — $202.9MJul '25 — $202.9MAug '25 — $202.9MSep '25 — $202.9MOct '25 — $202.9MNov '25 — $202.9MDec '25 — $202.9MJan '26 — $202.9MFeb '26 — $202.9MMar '26 — $241.9MApr '26 — $241.9MMay '26 — $241.9MJun '26 — $241.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$241.9Mregulatory AUM
Discretionary $241.9M