SEQUOIA PLANNING & INVESTMENTS LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 109519). Regulatory assets under management: $160.0M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| Paul Edward Murk | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| MURK PAUL EDWARD | MANAGER; MANAGER, CCO; MANAGING MEMBER, CCO (+1 more) | — |
| BERGER MARC | MEMBER | — |
| LEIBOWITZ PHILLIP | MEMBER | — |
| RUBENS SHARON | MEMBER | — |
| SHUMAKER MARK PHILIP | MEMBER | — |
| BERGER MARC HOWARD | MEMBER | — |