SEQUOIA FINANCIAL, LLC

SEQUOIA FINANCIAL, LLC of VISALIA, CA is an SEC-registered investment adviser (CRD 304388). Regulatory assets under management: $20.9M.

Registration

• CRD: 304388
• Type: Registered investment adviser
• Location: 204 NORTH FLORAL AVE, VISALIA, CA, 93291
• Phone: 559-740-0548
• Latest filing: 2026-02-18
• Regulatory AUM: $20.9M
• Discretionary AUM: $20.9M
• Clients: 1
• Accounts: 367

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304388 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search