Sequence Analytix, LLC
RIASEC Registered
Total AUM
$36.6M
Discretionary
$36.6M
100% of AUM
Avg account
$482K
Accounts
76
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 299581
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.62%
- Individuals34.38%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sequence Analytix, LLC is a privately held limited liability company that provides fee-based portfolio management primarily to individual and family clients and small businesses. The firm charges a percentage-of-AUM advisory fee and lists portfolio management for individuals/small businesses as its core advisory activity. Its owner type is an individual and the firm is not positioned as a capital allocator, pension consultant, multi-state adviser, or ESG-focused manager according to the filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities26%
- Cash & Cash Equivalents12%
Contacts
1 of 1Terry Rau
Managing MemberCRD 707796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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