Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > SEQUEL HOLDINGS, L.P.
SEQUEL HOLDINGS, L.P.
8080 N. Central Expressway
Suite 1400
Dallas, Texas 75206
Tel: 214-292-4150
About SEQUEL HOLDINGS, L.P.
SEQUEL HOLDINGS, LP, formally registered with the SEC as SEQUEL HOLDINGS, LP. The firm was established in 07/26/2019. They have over 1 offices throughout the country.
SEQUEL HOLDINGS, L.P. is a Dallas, Texas based Financial Planning firm with nearly $344,964,750 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170237 |
| SEC# | 801-117054 |
| Assets Managed by Firm | $344,964,750 |
| No. of Clients | 9 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $344,964,750 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Dallas, Texas