SEQUOIA FINANCIAL GROUP, L.L.C.

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

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 18 offices throughout the country.

SEQUOIA FINANCIAL GROUP, L.L.C. is a Akron, Ohio based Financial Planning firm with nearly $15,548,248,576 assets under management, offering retirement planning & investment advisory services to 21430 clients. The firm is staffed with 241 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117756
SEC#	801-61089
Assets Managed by Firm	$15,548,248,576
No. of Clients	21430
No. of Advisors	241

Fee Structure

A Percentage of AUM
Hourly charges
Subscription Fees
Fixed Fees
Performance Based

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	21430	$15,548,248,576
Individuals (other than high net worth individuals)	4186	$1,921,170,827
High net worth individuals	2391	$11,808,306,345
Pension and profit sharing plans	13	$31,018,533
Charitable organizations	15	$56,575,950
Corporations or other businesses	72	$932,120,233

Inquire with SEQUOIA FINANCIAL GROUP, L.L.C.

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