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SEQUOIA WEALTH MANAGEMENT GROUP LLC
SEQUOIA WEALTH MANAGEMENT GROUP LLC
SEQUOIA WEALTH MANAGEMENT GROUP
1 registered advisor
·
CRD# 311268
SEC# 801-119942
0
707-763-8600
01
Firm Overview
AUM
$248M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SEQUOIA WEALTH MANAGEMENT GROUP LLC
1 registered advisor
Matthew James Schafer
PETALUMA, California
CRD# 2799407
05
Office Locations
PETALUMA, California
1 advisor
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Data sourced from SEC Form ADV filings. SEQUOIA WEALTH MANAGEMENT GROUP LLC (CRD# 311268) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.