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Shelby Scott Gaille

SEQUENT ASSET MANAGEMENT, LLC·HOUSTON, Texas
Unclaimed Profile
952 ECHO LANE, SUITE 115, HOUSTON, TX 77024CRD# 5581336Firm CRD# 148194
01

About

Shelby Scott Gaille 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# 5581336
Firm CRD# 148194
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shelby Scott Gaille offer?
Shelby Scott Gaille specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Shelby Scott Gaille's credentials?
Shelby Scott Gaille is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shelby Scott Gaille located?
Shelby Scott Gaille 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 Shelby Scott Gaille charge for services?
Shelby Scott Gaille'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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Timothy Shawn Hartzell
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