SEQUOIA FINANCIAL GROUP, L.L.C.
Akron, Ohio
5.0
6 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...
See more
Loading...
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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.