Sequoia Planning & Investments LLC

Sequoia Planning & Investments LLC (CRD# 109519) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $161,532,455 in 33 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $4,894,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Sequoia Planning & Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul E. Murk
CRD#: 1296560
1990 N. California Boulevard, Suite 830, Walnut Creek, CA 94596

Paul Murk (CRD# 1296560) is an Investment Advisor Representative working at Sequoia Planning & Investments LLC in Walnut Creek, CA and has over 27 years of experience in the finance industry.

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