Investment adviser · CRD 133862

SEQUOIA FINANCIAL ADVISORS, INC.

Investment adviser filing (IA)

PHOENIX, AZ, United States · Form ADV filed Mar 23, 2015

Regulatory AUM
$168M
Form ADV · Item 5.F
Client accounts
331
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 23, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

5635 EAST THOMAS ROAD
PHOENIX, AZ, 85018, United States

CRD 133862

Filing source

Form ADV 889603 · Mar 23, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.