Sequoia Financial Advisors LLC

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Assets, Funds, Holdings

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CAFR Data
Sequoia Financial Advisors LLC
CRD #117756
SEC #801-61089
CIK #
AUM $4.6 BB (84% Disc, 100% US, 2020-03-30)
Employees85 (53% Investors, 2% Brokers)
Phone330-375-9480
Address3500 Embassy Parkway
Akron, OH 44333
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.02001200720142021
Sector Issuer Cap ($MM) Value ($MM)
IXUS 90.7
VTI 84.0
RWO 60.2
GII 49.6
VONG 34.7
AGG 29.9
GNR 23.6
RSP 19.8
SCHC 19.6
MUB 19.2
View All
Holdings by Sector ($)
0.90.70.50.40.20.02014201620182020
Comparable Firms State AUM ($BB)
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NE 4.8
Strategic Capital Advisers Inc
CO 4.8
Greenleaf Advisors LLC
NJ 4.8
Dowling & Yahnke LLC
CA 4.7
Evoke Wealth LLC
CA 4.7
Bingham Osborn & Scarborough LLC
CA 4.6
FIS Group Inc
PA 4.6
Sigma Planning Corporation
MI 4.6
Marcuard Family Office Ltd
4.4
Intellicents Investment Solutions Inc
MN 4.4
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