Sanchez & Zures, LLC

Overview

Sanchez & Zures, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is individually owned and focuses its practice on individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets arrangement with the ability to charge hourly fees for planning or advisory work. The firm reports no active ESG program, does not operate as a multi-state adviser, and does not position itself as a capital allocator or pension consultant. One industry connection noted is an affiliation with accounting professionals, which may inform tax-aware planning and reporting for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives