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SEQUOIA FINANCIAL, LLC
CRD 304388
204 NORTH FLORAL AVE, SUITE A, VISALIA, CA, 93291, United States
Phone
559-740-0548
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.9M
Discretionary AUM
$20.9M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $15.7M |
| High net worth individuals | 5 | $5.2M |
All web addresses on file
Official SEC filing: View on IAPD