Sequent Asset Management, LLC

Sequent Asset Management, LLC (CRD# 148194) is a financial advisory firm headquartered in Houston, TX. They manage $884,780,494 in 312 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
952 Echo Lane, Suite 312, Houston, TX 77024
http://www.sequentasset.com
By the Numbers
  • Total Assets Under Management
    885
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $2,835,835
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
The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Sequent Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Doll, financial advisor Houston TX
David M. Doll
CRD#: 1414550
952 Echo Lane, Suite 312, Houston, TX 77024

David Doll (CRD# 1414550) is an Investment Advisor Representative working at Sequent Asset Management, LLC in Houston, TX and has over 15 years of experience in the finance industry.

2
Timothy Hartzell, financial advisor Houston TX
Timothy S. Hartzell
CRD#: 1044121
952 Echo Lane, Suite 312, Houston, TX 77024

Timothy Hartzell (CRD# 1044121) is an Investment Advisor Representative working at Sequent Asset Management, LLC in Houston, TX and has over 40 years of experience in the finance industry.

3
Jacob Grow, financial advisor Houston TX
Jacob B. Grow
CRD#: 7664252
952 Echo Lane, Suite 312, Houston, TX 77024

Jacob Grow (CRD# 7664252) is an Investment Advisor Representative working at Sequent Asset Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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