SEQUOIA FINANCIAL Overview

Sequoia Financial Advisors Llc is an investment advisor that manages 1.5 BN dollars in regulatory AUM and has 41 employees, of which 31 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 537MM in positions, representing 35% of the manager's regulatory AUM.

SEQUOIA FINANCIAL StockAlpha

-3.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SEQUOIA FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTI 8.78% ETF 1.78% 0.02% 0 10%
RWO 8.27% ETF -8.53% -0.82% 3 0%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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SEQUOIA FINANCIAL Founders and Key Employees

Name Title In Position Since
Thomas A. Haught Pres, Ceo, Coo, Cio & Clo April-2000
Gerald P. Knotek Chief Financial Officer, Chief Compliance Officer February-2010

SEQUOIA FINANCIAL Brokers, Custodians, Auditors and Administrators

Type Company

SEQUOIA FINANCIAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis:

Sequoia Financial Advisors provides comprehensive Wealth Planning Services thatmay involve the gathering of personal and financial data, establishing the clients' needs, goals
and objectives and processing and analysis of this information to assist a client as they

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work to try and meet their stated objectives. We can analyze a client’s financial situation by looking at personal and financial data, employee benefit programs, business continuation plans and even his/her recent estate planning arrangements. We can also coordinate with a client’s attorney, accountant, and other staff to discuss solutions. Based upon the complexity of the clients' financial situation, the final comprehensive plan may be comprised of content including, but not limited to or necessarily including, the following areas of focus: cash flow planning, retirement planning, estate overviews o...
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SEQUOIA FINANCIAL Portfolio Concentration

SEQUOIA FINANCIAL Location

3500 EMBASSY PARKWAY
AKRON, Ohio
UNITED STATES, 44333

SEQUOIA FINANCIAL Contact Information

Phone Number: 330-375-9480
Fax Number: 330-535-0111
Website:

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