Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 101
Discretionary Accounts: 62
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 158031
Last Filing Date: 2025-02-20 00:00:00
Website: https://sequoia-sfa.ch