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SEQUOIA WEALTH MANAGEMENT, LLC
Tel: 847-310-5900
200 Applebee St Suite 208
Barrington, Illinois 60010
SEQUOIA WEALTH MANAGEMENT, LLC
SEQUOIA WEALTH MANAGEMENT, LLC is a Barrington, Illinois based financial advisory firm with nearly $457,188,363 in assets under management and provides investment advisory services for 2593 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
170543
SEC#:
801-80362
No. of Clients:
2593
Assets under Management
$457,188,363
No. of Advisors:
20
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