SANCHEZ & ZURES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $241.9M |
| Discretionary | $241.9M100% of AUM |
| Client Accounts | 476 |
| Avg Account Size | $508K |
| Employees | 2 |
| Peak AUM | $241.9MMar 2026 |
| AUM CAGR | +9.2% /yrover 8 yrs · 17 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $242M | +19.2% | +18.4% | +11.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $241.9M |
| Discretionary | $241.9M |
| Employees | 2 |
| Client Accounts | 476 |
| Client Range | 51-100 |
Contact & Location
Address
1750 TYSONS BOULEVARD
MCLEAN VA 22102
Phone
703-349-0330
Filing History
17 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$242M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance Company