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Home > Retirement Planners > texas > houston > SEQUENT ASSET MANAGEMENT, LLC
SEQUENT ASSET MANAGEMENT, LLC
952 Echo Lane, Suite 312
Houston, Texas 77024
Tel: 713-467-0008
About SEQUENT ASSET MANAGEMENT, LLC
SEQUENT ASSET MANAGEMENT, LLC, formally registered with the SEC as SEQUENT ASSET MANAGEMENT, LLC. The firm was established in 08/29/2008. They have over 2 offices throughout the country.
SEQUENT ASSET MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $884,780,494 assets under management, offering retirement planning & investment advisory services to 312 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148194 |
| SEC# | 801-69523 |
| Assets Managed by Firm | $884,780,494 |
| No. of Clients | 312 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 312 | $884,780,494 |
| Individuals (other than high net worth individuals) | 23 | $3,003,850 |
| High net worth individuals | 267 | $798,005,269 |
| Corporations or other businesses | 22 | $83,771,375 |
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