Sequent Asset Management, LLC
Sequent Asset Management, LLC (CRD# 148194) is a financial advisory firm headquartered in Houston, TX. They manage $558,807,396 in 441 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management559MILLION
Total Number of Accounts441ACCOUNTS
Average Account Value$1,267,137
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
Timothy Hartzell (CRD# 1044121) is an Investment Advisor Representative working at Sequent Asset Management, LLC in Houston, TX and has over 34 years of experience in the finance industry.
David Doll (CRD# 1414550) is an Investment Advisor Representative working at Sequent Asset Management, LLC in Houston, TX and has over 9 years of experience in the finance industry.