Sequoia Private Wealth Management, LLC
Sequoia Private Wealth Management, LLC (CRD# 174527) is a financial advisory firm headquartered in Irving, TX. They manage $37,673,334 in 81 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sequoia Private Wealth Management, LLC
By the Numbers
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Total Assets Under Management38MILLION
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Total Number of Accounts81ACCOUNTS
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Average Account Value$465,103
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Sequoia Private Wealth Management, LLC
1
William Hubble (CRD# 2471486) is an Investment Advisor Representative working at Sequoia Private Wealth Management, LLC in Irving, TX and has over 30 years of experience in the finance industry.
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