Sequoia Financial Group Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1991

Year Founded

  • Professionals
  • 195

Professionals

  • AUM

Sequoia Financial Group General Information

Description

Sequoia Financial Group is a wealth management firm based in Akron, Ohio. Established in 1991, the firm provides services related to asset management, estate and retirement planning, fiduciary consulting, and family wealth management. The assets are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.sequoia-financial.com
Year Founded
1991
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Founder, Chairman, and Chief Executive Officer
Email
th
Phone
+1 (330)
Corporate Office
  • 3500 Embassy Parkway
  • Suite 100
  • Akron, OH 44333
  • United States
+1 (330)

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Sequoia Financial Group Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Sequoia Financial Group Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Sequoia Financial Group Affiliates

Subsidiaries (2)

Name Industry Location Year Founded
BSW Wealth Partners Boulder, CO 1992
Carlson Capital Management Northfield, MN 1987

Sequoia Financial Group FAQs

  • When was Sequoia Financial Group founded?

    Sequoia Financial Group was founded in 1991.

  • Where is Sequoia Financial Group headquartered?

    Sequoia Financial Group is headquartered in Akron, OH.

  • How many Assets Under Management (AUM) does Sequoia Financial Group have?

    Sequoia Financial Group has in assets under management.

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