Sanchez Wealth Management is an investment advisor in Jacksonville with $328.16 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272087535
SEC advisor number
801-78772
FINRA CRD number
169274
AUM ?
$342.16 mm
(as of 15 Mar 24)
Accounts
1,069
(as of 15 Mar 24)
Employees
2
(2 investment advisory or research)
Address
Sanchez Wealth Management
5150 BELFORT RD
STE 702
JACKSONVILLE
FL 32256
5150 BELFORT RD
STE 702
JACKSONVILLE
FL 32256
Phone
904-281-9261
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
1 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21