SEQUOIA WEALTH MANAGEMENT, LLC - Financial Advisor in Illinois, Barrington

Tel: 847-310-5900 200 Applebee St Suite 208 Barrington, Illinois 60010

About 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

Firm CRD#:

170543

Firm SEC#:

801-80362

Assets Under Management:

$457,188,363

No. of Clients:

2593

No. of Advisors:

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

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Top Financial Advisory Firms in Illinois, Barrington

FirmCRD#:301025

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