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David Matthew Doll

SEQUENT ASSET MANAGEMENT, LLC·HOUSTON, Texas
Unclaimed Profile
952 ECHO LANE, SUITE 312, HOUSTON, TX 77024CRD# 1414550Firm CRD# 148194
01

About

David Matthew Doll is a registered financial advisor based in HOUSTON, Texas, affiliated with SEQUENT ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SEQUENT ASSET MANAGEMENT, LLC
SEQUENT ASSET MANAGEMENT, LLC
AUM
$885M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SEQUENT ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1414550
Firm CRD# 148194
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Matthew Doll offer?
David Matthew Doll specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are David Matthew Doll's credentials?
David Matthew Doll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Matthew Doll located?
David Matthew Doll is based in HOUSTON, Texas, working with SEQUENT ASSET MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does David Matthew Doll charge for services?
David Matthew Doll's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEQUENT ASSET MANAGEMENT, LLC?
SEQUENT ASSET MANAGEMENT, LLC has approximately 4 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SEQUENT ASSET MANAGEMENT, LLC

Shelby Scott Gaille
HOUSTON, TX
Timothy Shawn Hartzell
HOUSTON, TX

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