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Timothy Shawn Hartzell

SEQUENT ASSET MANAGEMENT, LLC·HOUSTON, Texas
Unclaimed Profile
952 ECHO LANE, SUITE 312, HOUSTON, TX 77024CRD# 1044121Firm CRD# 148194
01

About

Timothy Shawn Hartzell 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# 1044121
Firm CRD# 148194
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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

David Matthew Doll
HOUSTON, TX
Shelby Scott Gaille
HOUSTON, TX

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