CRD: 117756
Sequoia Financial Group, L.l.c.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2000
- Office Locations
- 73
Office Locations
About Sequoia Financial Group, L.l.c.
Sequoia Sentinel (Sequoia Financial Group) provides family office services for families of exceptional means, pairing an in-house wealth planning team with independent, data-driven asset management. The firm delivers holistic planning and proactive advisor support focused on legacy preservation, while investment specialists continuously evaluate markets and select solutions solely in clients’ best interests. Akron, OH-based with a national footprint.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TREVOR ROBERT CHUNA
CHIEF TECHNOLOGY OFFICER, Financial Advisor, General Partner
- CRD
- #5031603
- Ownership
- Less than 5%
Joseph A Glick
Chief Operating Officer, EVP
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
Unlock allContacts
Ed Antoian
Principal
- CRD
- --
EDWARD NISHAN ANTOIAN
Advisor
- CRD
- #1057744
Showing 2 of 277 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,638,870,219 | $774,707 |
| Non-Discretionary | $1,604,709,841 | $18,444,941 |
| Total | $32,243,580,060 | $813,492 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing