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SEQUOIA FINANCIAL GROUP, L.L.C.

Tel: 330-375-9480
3500 Embassy Parkway
Akron, Ohio  44333

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SEQUOIA FINANCIAL GROUP, L.L.C.

SEQUOIA FINANCIAL GROUP, L.L.C. is a Akron, Ohio based financial advisory firm with nearly $23,033,619,111 in assets under management and provides investment advisory services for 28338 clients. There are currently 296 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Performance Based

Firm CRD#:

117756

SEC#:

801-61089

No. of Clients:

28338

Assets under Management

$23,033,619,111

No. of Advisors:

296

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