1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SEQUOIA PLANNING & INVESTMENTS LLC

Map pin
Phone(925) 934-8200
NotebookSEC #801-57596
Total AUM
$160M
Employees
2
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30 AM - 5:30 PM
Monday - Friday
Phone
(925) 934-8200

ReceiptFinancials

Total AUM
$160M
Accounts
80
Discretionary
$0
Accounts
0
Non-Discretionary
$160M
Accounts
80

ContactClients

View more in analytics →

Individual Clients
10
AUM
$3.6M
HNW Individual Clients
20
AUM
$156.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account