Sequoia Financial Advisors, Inc.
Sequoia Financial Advisors, Inc. (CRD# 133862) is a financial advisory firm headquartered in Phoenix, AZ. They manage $167,844,922 in 331 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management168MILLION
Total Number of Accounts331ACCOUNTS
Average Account Value$507,084
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)