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Building 2SEQUINOX WEALTH MANAGEMENT, LLC

Map pinLANCASTER, PA
Phone717-397-7957
NotebookSEC #801-132845
Total AUM
$160M
Employees
7
Clients
761

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
941 WHEATLAND AVE.
SUITE 101
LANCASTER
PA 17603
United States
Operating Hours
9:00 - 5:00
MONDAY - THURSDAY
Phone
717-397-7957
Other Offices
2

ReceiptFinancials

Total AUM
$160M
Accounts
1,550
Discretionary
$160M
Accounts
1,550
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
727
AUM
$107.8M
HNW Individual Clients
30
AUM
$46M
Charitable Organization Clients
2
AUM
$200K
Corporation or Business Clients
2
AUM
$6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
AZPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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