$215MM AUM | $1.9MM GDC in Jacksonville, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Jacksonville, FL, US
Fee 0% Commission 100%
Gross Revenue
$1,950,000.00
# of Accounts
800
Avg Client Age
62
Overview

Sanchez Wealth Management Group, LLC is a hybrid RIA focused primarily on fee-based advisory and financial planning. Chris has 20 years industry experience and believes in a proactive approach to asset management, communication, and client education.
The firm current manages $215 million is assets and has processes and systems in place to scale.

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