Overview
Assets Under Management: $885 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 602
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 602
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.37
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 312
Discretionary Accounts: 312
Regulatory Filings
CRD Number: 148194
Last Filing Date: 2024-03-19 00:00:00
Website: https://sequentasset.com