320 Broad St.
Suite 250
Charleston, South Carolina 29401
Tel: 877-485-4840
SQN VENTURE PARTNERS, LLC, formally registered with the SEC as SQN VENTURE PARTNERS, LLC. The firm was established in 04/29/2022. They have over 1 offices throughout the country.
SQN VENTURE PARTNERS, LLC is a Charleston, South Carolina based Financial Planning firm with nearly $155,126,196 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301483 |
| SEC# | 801-124879 |
| Assets Managed by Firm | $155,126,196 |
| No. of Clients | 5 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $155,126,196 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 | |
| $3,375,104,696 | 114 | 16 |
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