Sanchez Wealth Management Group, LLC
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 169274
- Registered since
- November 12, 2013
- Website
- www.sanchezwealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.51%
- Individuals24.62%
- Pension & Profit Sharing Plans1.13%
- Corporations / Businesses0.74%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sanchez Wealth Management Group, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2013. The firm acts as a capital allocator for both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Insurance brokerage is part of its service mix. Clients are billed through a mix of percentage-of-AUM, hourly and fixed-fee arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities5%
- Non-Exchange Traded Equities5%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$39.7M in ETFs
70%
$27.9M
19%
$11.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $4.3M | 85,147 | 10.83% |
Location
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 5150 Belfort Rd
- Time zone
- ET (UTC-5)
- Office locations
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