Adrian
Sancho
Ci Private Wealth
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About this Advisor
Adrian Sancho is a financial advisor who works in New York, New York. Sancho currently works for Ci Private Wealth. Their career trajectory has included roles at Inverness Counsel, LLC and Ci Inverness Private Wealth. Sancho is able to work in New York and Texas. Ci Private Wealth is a registered investment company based out of Miami, FL. It has offices in 28 locations and a total of 825 advisors. It oversees $95 billion in assets under management between its 79,738 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 504 charitable organizations. Of its 79,738 customer accounts, 51% are held by high-net-worth clients who have more than $1 million in investable assets. Ci Private Wealth provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice typically are based on which services the firm provides the client. However, fees billed by Ci Private Wealth may include some blend of asset-based, hourly, fixed and performance-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Adrian Sancho Work History
Adrian has been registered as a financial advisor for 0 years.*
Ci Inverness Private Wealth
Inverness Counsel, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adrian Sancho to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ci Private Wealth
Atlanta, GA
Miami, FL
Morristown, NJ
Itasca, IL
Itasca, IL
Menlo Park, CA
Dallas, TX
New York, NY
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