|
⚲
|
| Sequoia Planning & Investments LLC
✚
|
|
|---|---|
| CRD # | 109519 |
| SEC # | 801-57596 |
| CIK # | |
| AUM | $161.5 MM (2023-03-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 925-934-8200 |
| Address | 1990 N California Boulevard Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 2.6 |
| (b) Individuals (high net worth individuals) | 22 | 158.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 161.5 |
| By Discretionary | ||
| Discretionary | 1 | 7.0 |
| Non-Discretionary | 32 | 154.6 |
| Total | 33 | 161.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.5 | |
| Total | 33 | 161.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
GMF Private Wealth Management LP
✚
|
FL | 0.2 |
|
Strauss Wealth Advising Inc
✚
|
AL | 0.2 |
|
Interwealth Management LLC
✚
|
AZ | 0.2 |
|
Ervin Investment Management LLC
✚
|
WA | 0.2 |
|
Blue Spark Capital Advisors LLC
✚
|
NY | 0.2 |
|
Mittelman Wealth Management LLC
✚
|
MA | 0.2 |
|
Successful Money Strategies Inc
✚
|
MA | 0.2 |
|
Macallaster Pitfield Mackay Inc
✚
|
CT | 0.2 |
|
Lindahl & Mansager Inc
✚
|
OH | 0.2 |
|
Bentley Financial Group Inc
✚
|
IL | 0.2 |