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Omar Emmanuel Vasquez

CERCANO MANAGEMENT LLC·BELLEVUE, Washington
Unclaimed Profile
500 108TH AVE NE, BELLEVUE, WA 98004CRD# 7466562Firm CRD# 315897
01

About

Omar Emmanuel Vasquez is a registered financial advisor based in BELLEVUE, Washington, affiliated with CERCANO MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
CERCANO MANAGEMENT LLC
CERCANO MANAGEMENT LLC
AUM
$10.5B
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at CERCANO MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7466562
Firm CRD# 315897
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Omar Emmanuel Vasquez offer?
Omar Emmanuel Vasquez specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Omar Emmanuel Vasquez's credentials?
Omar Emmanuel Vasquez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Omar Emmanuel Vasquez located?
Omar Emmanuel Vasquez is based in BELLEVUE, Washington, working with CERCANO MANAGEMENT LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Omar Emmanuel Vasquez charge for services?
Omar Emmanuel Vasquez's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERCANO MANAGEMENT LLC?
CERCANO MANAGEMENT LLC has approximately 70 employees and manages $10.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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