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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Sequent Asset Management LLC
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| CRD # | 148194 |
| SEC # | 801-69523 |
| CIK # | 1534691 |
| AUM | $570.4 MM (56% Disc, 100% US) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 713-467-0008 |
| Address | 952 Echo Lane, Suite 445 Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SLB | 58,320.0 | 12.1 | |
| IWP | 4.4 | ||
| IWO | 4.3 | ||
| INDY | 3.2 | ||
| VGK | 2.0 | ||
| WFC | 226,380.0 | 2.0 | |
| HD | 206,070.0 | 1.6 | |
| IVW | 1.4 | ||
| FAST | 17,660.0 | 1.3 | |
| EFG | 1.0 | ||
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
W S Griffith & Co Inc
✚
|
CT | 0.6 |
|
PDS Planning Inc
✚
|
OH | 0.6 |
|
Orion Investment Advisors LLC
✚
|
VA | 0.6 |
|
Strategic Wealth Group Registered Investment Advisor LLC
✚
|
MN | 0.6 |
|
Lombard Odier Darier Hentsch Asia Limited
✚
|
0.6 | |
|
Provenio Capital Management Inc
✚
|
CA | 0.6 |
|
Riverwater Partners LLC
✚
|
WI | 0.6 |
|
Auxano Advisors LLC
✚
|
WA | 0.6 |
|
Wealthstream Advisors Inc
✚
|
NY | 0.6 |
|
Sloan Investment Management LLC
✚
|
TX | 0.6 |