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Building 2SEQUOIA FINANCIAL ADVISORS, INC.

Map pinPHOENIX, AZ
Phone480-421-0600
NotebookSEC #801-63909
Total AUM
$167.8M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5635 EAST THOMAS ROAD
PHOENIX
AZ 85018
United States
Operating Hours
8:30 A.M. -5:00 P.M.
Monday - Friday
Phone
480-421-0600

ReceiptFinancials

Total AUM
$167.8M
Accounts
331
Discretionary
$27.9M
Accounts
176
Non-Discretionary
$139.9M
Accounts
155

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

HandshakeAffiliates

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

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