LP Profile

Sequoia Financial

Multi Family Office (MFO)Akron, United States
$32.2B
Assets Under Management
Akron
Headquarters
Investment Focus

About Sequoia Financial

Sequoia Financial Group's advisors deliver wealth management that spans financial planning, asset management, insurance and estate planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning and family wealth services. The firm also gives individuals and business owners a way to take charge of their financial future, working alongside them to set and pursue financial goals, objectives and dreams.

Preferred Investment Types

PhilanthropyInvestment FundsPrivate EquityVenture CapitalJoint Venture/Partner

Preferred Sectors & Themes

ETFsInvestment ManagementEquity/Mutual FundsCharitable InvestmentsRetirement PlanningLegal & Tax ServicesTrust ManagementWealth & Estate PlanningBusiness & Administrative Services FinanceTraditional Investments (Liquid Assets)Financial ServicesHigh-Level SectorsNon-ProfitCommercial & Professional ServicesProfessional Business Services

Preferred Geographies

United States
Signal Feed

Recent Filings

Public filings matched to Sequoia Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Sequoia Financial?

Sequoia Financial is a multi family office (mfo) based in Akron, United States, managing approximately $32.2B in assets.

Where is Sequoia Financial headquartered?

Sequoia Financial is headquartered in Akron, United States.

How much does Sequoia Financial manage?

Sequoia Financial manages approximately $32.2B in assets under management.

What does Sequoia Financial invest in?

Sequoia Financial focuses on Philanthropy, Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner, ETFs, Investment Management, Equity/Mutual Funds.

How can I contact Sequoia Financial?

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