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SEQUENT ASSET MANAGEMENT, LLC
SEQUENT ASSET MANAGEMENT, LLC
HOUSTON, Texas
·
3 registered advisors
·
CRD# 148194
SEC# 801-69523
1
713-467-0008
01
Firm Overview
AUM
$885M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SEQUENT ASSET MANAGEMENT, LLC
3 registered advisors
David Matthew Doll
HOUSTON, Texas
CRD# 1414550
Shelby Scott Gaille
HOUSTON, Texas
CRD# 5581336
Timothy Shawn Hartzell
HOUSTON, Texas
CRD# 1044121
05
Office Locations
HOUSTON, Texas
3 advisors
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Data sourced from SEC Form ADV filings. SEQUENT ASSET MANAGEMENT, LLC (CRD# 148194) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.