SEQUOIA FINANCIAL, LLC
Firm details
- Headquarters
- VISALIA, California
- CRD number
- 304388
- Website
- sequoiainvesting.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals75.08%
- HNWI24.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sequoia Financial, LLC is an independent registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers — the latter signaling a capacity to act as a capital allocator or manager-of-managers. Its fee arrangements include asset-based fees and hourly charges. Sequoia is not identified as an active ESG investor and is affiliated with an insurance company.
Assets & Accounts
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 Funds78%
- Exchange Traded Equities13%
- Cash & Cash Equivalents9%
Contacts
1 of 1Schad TenBroeck
FounderCRD 7164172
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VISALIA, CA
TULARE
Location
VISALIA, CA
Headquartered in VISALIA, CA, in the West of the United States.
- Region
- West
- County
- TULARE
- Address
- 204 N Floral St
- Time zone
- PT (UTC-8)
- Office locations
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