SEQUOIA PLANNING & INVESTMENTS LLC
  • SEQUOIA PLANNING & INVESTMENTS LLC

Adviser Profile

As of Date 03/15/2026
Registration SEC, Approved, 05/17/2000
Contact Info (92 xxxxxxx
AUM* 159,982,447 -4%
of that, discretionary 0 -100%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,999,781 -58%
% High Net Worth 66.67% 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

183M 157M 131M 105M 79M 52M 26M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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