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).
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Total Assets Under Management885MILLION
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Total Number of Accounts312ACCOUNTS
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Average Account Value$2,835,835
- 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)
FL, MI, TX
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.
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.
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.