Fee information for Sequoia Financial Group, LLC is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117756), Sequoia Financial Group, LLC is subject to fiduciary duty under federal law.
Sequoia Financial Group, LLC is headquartered in AKRON, OH.
Sequoia Financial Group, LLC serves 4,556 high-net-worth clients according to their SEC filing dated August 24, 2026. View client details ↓
According to their SEC Form ADV, Sequoia Financial Group, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
Sequoia Financial Group, LLC manages $32.2 billion in client assets according to their SEC filing dated August 24, 2026.
According to their SEC Form ADV, Sequoia Financial Group, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓