Sign in
Create a free account
SEQUOIA FINANCIAL GROUP, L.L.C.
AKRON, OH
330-375-9480
SEC #801-61089Total AUM
$32.2B
Employees
424Clients
11,219Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3500 EMBASSY PARKWAY
AKRON
OH 44333
United States
AKRON
OH 44333
United States
Operating Hours
8:30AM- 5:00PM
Monday - Friday
Monday - Friday
Phone
330-375-9480
Other Offices
38
Financials
Total AUM
$32.2B
Accounts
39,636Discretionary
$30.6B
Accounts
39,549Non-Discretionary
$1.6B
Accounts
87
Clients
Individual Clients
6,508AUM
$5.1B
HNW Individual Clients
4,556AUM
$24.8B
Pooled Vehicle Clients
17AUM
$1.6B
Pension/Profit Sharing Plan Clients
6AUM
$18.1M
Charitable Organization Clients
25AUM
$83M
Government Entity Clients
1AUM
$212.1K
Corporation or Business Clients
106AUM
$653.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.