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SEQUENT ASSET MANAGEMENT, LLC
CRD 148194 · SEC 801-69523
952 ECHO LANE, SUITE 312, HOUSTON, TX, 77024, United States
Phone
713-467-0008
Fax
713-467-0081
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.06B
Discretionary AUM
$1.06B
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $3.1M |
| High net worth individuals | 292 | $930.5M |
| Corporations/business entities | 21 | $122.2M |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD