Sequoia Planning & Investments LLC
Sequoia Planning & Investments LLC (CRD# 109519) is a financial advisory firm headquartered in La Conner, WA. They manage $166,723,787 in 35 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Sequoia Planning & Investments LLC
By the Numbers
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Total Assets Under Management167MILLION
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Total Number of Accounts35ACCOUNTS
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Average Account Value$4,763,537
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at Sequoia Planning & Investments LLC
1
Paul Murk (CRD# 1296560) is an Investment Advisor Representative working at Sequoia Planning & Investments LLC in Walnut Creek, CA and has over 27 years of experience in the finance industry.
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