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 12/31/22. The fund's latest filing disclosed 4BN in positions, representing 291% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/22. The fund's latest filing disclosed 4BN in positions, representing 291% of the manager's regulatory AUM.
SEQUOIA FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SEQUOIA FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 9.51% | ETF | 3.84% | -0.05% | 0 | 16% | ||
| SJM | 8.16% | Cons. Staples | -2.03% | -0.07% | 4 | 12% | ||
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FEATURED IN
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
12
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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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
12
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...
Get the Full Report
SEQUOIA FINANCIAL Portfolio Concentration
SEQUOIA FINANCIAL Location
3500 EMBASSY PARKWAY
AKRON, Ohio
UNITED STATES, 44333
AKRON, Ohio
UNITED STATES, 44333
SEQUOIA FINANCIAL Contact Information
Phone Number: 330-375-9480
Fax Number: 330-535-0111
Website: http://www.sequoia-financial.com
Fax Number: 330-535-0111
Website: http://www.sequoia-financial.com
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