SEQUOIA FINANCIAL GROUP, L.L.C.
Akron, Ohio
5.0
7 Reviews
Sequoia Financial Group, L.L.C. is a reputable regional investment advisory firm headquartered in Akron, OH. With a strong presence in the industry, Sequoia Financial Group operates through its network of 18 offices, providing comprehensive financial services to clients across the region. The company boasts a dedicated team of 212 professionals, of which 135 offer expert investment advisory services.
With an average of $115,310,000 in assets under management per investment advisor, Sequoia Financial Group aligns with the industry average, ensuring competitive performance for its clients. The firm's compensation structure is diver...
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Assets Under Mgmt
$15.57B
Investment Professionals
135
Locations
17
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Subscription Fees
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Articles
Articles
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