Be advised. This firm is no longer registered.

Sequoyah Planning

Sequoyah Planning (CRD# 145654) is a financial advisory firm headquartered in Jasper, GA. They manage $14,920,413 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $91,536
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Sequoyah Planning
No Advisor Found.
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