SANCHEZ & ZURES, LLC
CRD #139898 SEC #801-112872 MCLEAN, VA 703-349-0330
SEC Registered
Total AUM
$202.9M
Discretionary
$202.9M
Employees
2
Clients
51
Accounts
503
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $202.9M | $202.9M | $0 | 2 | 0 |
| Apr 2024 | $175.4M | $175.4M | $0 | 2 | 0 |
| Mar 2024 | $175.4M | $175.4M | $0 | 2 | 0 |
| Mar 2024 | $175.4M | $175.4M | $0 | 2 | 0 |
| Apr 2023 | $145.7M | $145.7M | $0 | 2 | 0 |
| Nov 2022 | $165.2M | $165.2M | $0 | 2 | 0 |
| Mar 2022 | $165.2M | $165.2M | $0 | 2 | 0 |
| Dec 2021 | $140.5M | $140.5M | $0 | 2 | 0 |
| Mar 2021 | $140.5M | $140.5M | $0 | 2 | 0 |
| Nov 2020 | $130.1M | $130.1M | $0 | 2 | 5 |
| Jun 2020 | $130.1M | $130.1M | $0 | 2 | 5 |
| Apr 2020 | $130.1M | $130.1M | $0 | 2 | 5 |
| Mar 2019 | $118.2M | $118.2M | $0 | 2 | 8 |
| Jul 2018 | $119.2M | $119.2M | $0 | 2 | 10 |
| Mar 2018 | $119.2M | $119.2M | $0 | 2 | 10 |
| Mar 2018 | $119.2M | $119.2M | $0 | 2 | 10 |
DateMar 2025
Total AUM$202.9M
Discretionary$202.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$175.4M
Discretionary$175.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$175.4M
Discretionary$175.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$175.4M
Discretionary$175.4M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees2
Clients5
DateJun 2020
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees2
Clients5
DateApr 2020
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees2
Clients5
DateMar 2019
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees2
Clients8
DateJul 2018
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees2
Clients10
DateMar 2018
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees2
Clients10
DateMar 2018
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees2
Clients10