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SEQUOIA S.F.A.

SEQUOIA SWISS FINANCIAL ADVISORS AG

CRD 158031 · SEC 801-72715

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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WEINPLATZ 7, ZURICH, 8001, Switzerland

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$212.3M

Discretionary AUM

$140.3M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-26

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals8$3.2M
High net worth individuals89$209.2M

All web addresses on file

Official SEC filing: View on IAPD