Company Overview
- Headquarters
- Bellevue, Washington, US, Bellevue WA
- Website
- cercanolp.com
- Employees
- 73
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$50B
Who is Cercano Management
Cercano Management is a privately held investment management firm based in Bellevue, Washington. Employing 73 individuals, the company is focused on serving the unique needs of ultra-high net worth investors and their family foundations. Cercano Management specializes in providing tailored investment strategies designed to preserve and grow the wealth of its discerning clientele. They offer a comprehensive range of services, including portfolio management, financial planning, and estate planning, all aimed at helping their clients achieve their financial goals. The firm prides itself on its personalized approach to investment management, working closely with each client to understand their individual circumstances, risk tolerance, and long-term objectives. This individualized attention allows Cercano Management to develop customized investment solutions that are aligned with their clients' unique needs and aspirations. To learn more about Cercano Management and their investment services, please visit their website at cercanolp.com.
Company Leadership
Cercano Management Industry Tags
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