SEQUOIA FINANCIAL ADVISORS, INC.
SEQUOIA FINANCIAL ADVISORS, INC. of PHOENIX, AZ is an SEC-registered investment adviser (CRD 133862). Regulatory assets under management: $167.8M.
Registration
- CRD: 133862
- SEC file number: 801-63909
- Type: Registered investment adviser
- Location: 5635 EAST THOMAS ROAD, PHOENIX, AZ, 85018
- Phone: 480-421-0600
- Latest filing: 2015-03-23
- Regulatory AUM: $167.8M
- Discretionary AUM: $27.9M
- Non-discretionary AUM: $139.9M
- Clients: 1
- Accounts: 331
Officers, owners & control persons (1)
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