Sequent Asset Management, LLC

Sequent Asset Management, LLC (CRD# 148194) is a financial advisory firm headquartered in Houston, TX. They manage $519,361,383 in 389 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    519
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $1,335,119
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Sequent Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy S. Hartzell
CRD#: 1044121
952 Echo Lane, Suite 115, Houston, TX 77024
96
Wealthminder
score

Timothy Hartzell (CRD# 1044121) is an Investment Advisor Representative working at Sequent Asset Management, LLC in Houston, TX and has over 33 years of experience in the finance industry.

2
David M. Doll
CRD#: 1414550
952 Echo Lane, Suite 115, Houston, TX 77024
93
Wealthminder
score

David Doll (CRD# 1414550) is an Investment Advisor Representative working at Sequent Asset Management, LLC in Houston, TX and has over 8 years of experience in the finance industry.

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