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Building 2SEQUENT ASSET MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone713-467-0008
NotebookSEC #801-69523
Total AUM
$1.1B
Employees
3
Clients
335

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
952 ECHO LANE, SUITE 312
HOUSTON
TX 77024
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
713-467-0008
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
335
Discretionary
$1.1B
Accounts
335
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$3.1M
HNW Individual Clients
292
AUM
$930.5M
Corporation or Business Clients
21
AUM
$122.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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

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