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CERCANO MANAGEMENT LLC
CERCANO MANAGEMENT LLC
BELLEVUE, Washington
·
8 registered advisors
·
CRD# 315897
SEC# 801-122903
2
425-371-7500
01
Firm Overview
AUM
$10.5B
Regulatory assets under management
Employees
70
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CERCANO MANAGEMENT LLC
8 registered advisors
Albert Firman Hwang
BELLEVUE, Washington
CRD# 5549734
Christopher Neil Orndorff
BELLEVUE, Washington
CRD# 1574211
Gabrielle Glemann
BELLEVUE, Washington
CRD# 7766602
Joel William Shoop
BELLEVUE, Washington
CRD# 7581279
Kevin James Hiniker
BELLEVUE, Washington
CRD# 2132907
Malinda Mei-Yin Khauv
BELLEVUE, Washington
CRD# 6334664
Omar Emmanuel Vasquez
BELLEVUE, Washington
CRD# 7466562
Yongbai Choi
BELLEVUE, Washington
CRD# 4568474
05
Office Locations
BELLEVUE, Washington
8 advisors
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Data sourced from SEC Form ADV filings. CERCANO MANAGEMENT LLC (CRD# 315897) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.