Sequoia Wealth Management Group
Sequoia Wealth Management Group (CRD# 311268) is a financial advisory firm headquartered in Minden, NV. They manage $247,928,434 in 342 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Sequoia Wealth Management Group
By the Numbers
-
Total Assets Under Management248MILLION
-
Total Number of Accounts342ACCOUNTS
-
Average Account Value$724,937
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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.
CA, NH, NV, PA, TX
Financial Advisors at Sequoia Wealth Management Group
1
Matthew Schafer (CRD# 2799407) is an Investment Advisor Representative working at Sequoia Wealth Management Group in Gardnerville, NV and has over 27 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.