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SEQUOIA PLANNING & INVESTMENTS LLC
CRD 109519 · SEC 801-57596
WA, United States
Phone
(925) 934-8200
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.0M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-15
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $3.6M |
| High net worth individuals | 20 | $156.4M |
States served
WA
Official SEC filing: View on IAPD