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SQN INVESTORS LP
SQN INVESTORS LP
MENLO PARK, California
·
5 registered advisors
·
CRD# 171505
SEC# 802-131509
0
650-489-9100
01
Firm Overview
AUM
$279M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: PERFORMANCED BASED PROFIT ALLOCATION
03
Specialties
Retirement Planning
04
Advisors at SQN INVESTORS LP
5 registered advisors
Amish (nmn) Mehta
MENLO PARK, California
CRD# 6334838
Amita (nmn) Mehta
MENLO PARK, California
CRD# 6632125
Anurag (nmn) Bhardwaj
REDWOOD CITY, California
CRD# 5340102
Darren John Huber
MENLO PARK, California
CRD# 4973265
Scott Randall Smith
REDWOOD CITY, California
CRD# 2943398
05
Office Locations
MENLO PARK, California
3 advisors
REDWOOD CITY, California
2 advisors
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Data sourced from SEC Form ADV filings. SQN INVESTORS LP (CRD# 171505) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.