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SEQUOIA ASSET MANAGEMENT
TULLY, NY
315-510-6799
SEC #801-67552Total AUM
$42M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
59 STATE ST.
SUITE A-10
TULLY
NY 13159
USA
SUITE A-10
TULLY
NY 13159
USA
Operating Hours
9AM-5:30PM
Monday - Friday
Monday - Friday
Phone
315-510-6799
Financials
Total AUM
$42M
Accounts
25Discretionary
$27M
Accounts
15Non-Discretionary
$15M
Accounts
10
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.