S
$160.0M Total AUM
$0 Disc. AUM
-0.3% 3Y CAGR
2 Employees
30 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1998
- Office Locations
- 1
Office Locations
-- LA Conner WA
About Sequoia Planning & Investments LLC
Sequoia Planning & Investments LLC is a LA Conner-based RIA. The firm has been operating for 28 years. Managing $160.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
-- AVG AGE
$160.0M AVG AUM / ADVISOR
$5.3M AVG AUM / CLIENT
28.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
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Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Owner & Executives
P
PAUL EDWARD MURK
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1296560
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $159,982,447 | $1,999,781 |
| Total | $159,982,447 | $1,999,781 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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