Overview
Assets Under Management: $885 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 602
Average Client Assets: $1 million
Frequently Asked Questions
SEQUENT ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148194), SEQUENT ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SEQUENT ASSET MANAGEMENT, LLC is headquartered in HOUSTON, TX.
SEQUENT ASSET MANAGEMENT, LLC serves 602 high-net-worth clients according to their SEC filing dated March 19, 2024. View client details ↓
According to their SEC Form ADV, SEQUENT ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SEQUENT ASSET MANAGEMENT, LLC manages $885 million in client assets according to their SEC filing dated March 19, 2024.
According to their SEC Form ADV, SEQUENT ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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