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SEQUOIA FINANCIAL GROUP, L.L.C.

3500 Embassy Parkway
Akron, Ohio 44333
Tel: 330-375-9480

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About SEQUOIA FINANCIAL GROUP, L.L.C.

SEQUOIA FINANCIAL GROUP, LLC, formally registered with the SEC as SEQUOIA FINANCIAL GROUP, LLC. The firm was established in 04/19/2002. They have over 30 offices throughout the country.

SEQUOIA FINANCIAL GROUP, L.L.C. is a Akron, Ohio based Financial Planning firm with nearly $23,033,619,111 assets under management, offering retirement planning & investment advisory services to 28338 clients. The firm is staffed with 296 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#117756
SEC#801-61089
Assets Managed by Firm$23,033,619,111
No. of Clients28338
No. of Advisors296

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total28338$23,033,619,111
Individuals (other than high net worth individuals)5292$3,571,645,127
High net worth individuals3372$17,342,939,679
Pension and profit sharing plans6$13,623,682
Charitable organizations22$53,781,728
Corporations or other businesses62$571,524,745

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