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- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-18-2019
- Office Locations
- 1
Office Locations
About Sequoia Financial, LLC
Sequoia Financial is an independent, fiduciary planning and investment management firm serving affluent households and local businesses in California's Central Valley. The team works one-on-one with professionals, business owners, and retirees (often within 10 years of retirement), integrating tax, insurance, and estate considerations with custom portfolio construction. They also advise employers on retirement plan design and implementation, including traditional and safe-harbor 401(k) plans, and serve clients in person or remotely.
Team overview
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Asset Classes
Client Personas
CRM
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Schad TenBroeck
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, Managing Member
- CRD
- #7164172
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,921,491 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,921,491 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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