SEQUENT ASSET MANAGEMENT, LLC

HOUSTON, Texas·3 registered advisors·CRD# 148194
SEC# 801-695231713-467-0008
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 PlanningInvestment ManagementWealth Management
04

Advisors at SEQUENT ASSET MANAGEMENT, LLC

3 registered advisors
David Matthew Doll
HOUSTON, Texas
Shelby Scott Gaille
HOUSTON, Texas
Timothy Shawn Hartzell
HOUSTON, Texas
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.