Sequoia Financial Group LLC

Sequoia Financial Group LLC

Sequoia Financial Group LLC

Overview
Date Founded

2009

Headquarters

3500 Embassy Parkway,Akron, OH 44333

Type of Company

Private

Employees (Worldwide)

11 - 50

Industries

Other Business & Consulting Services
Investment Services & Portfolio Management
Accounting & Financial Services

Company Description

Sequoia Financial Group LLC provides financial planning and wealth management services. It offers asset management, estate and retirement planning, fiduciary consulting, insurance, institutional, family wealth and corporate services. The company was founded by Thomas Arthur Haught in 1991 and is headquartered in Akron, OH.

Contact Data
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Executives & Employees

Chief Investment Officer

Chief Technology Officer

Executive Vice President, Chief Compliance Officer

Chief Growth Officer

Executive Vice President, Family Wealth

Executive Chairman

Vice Chairman

Managing Director

Director of Family Wealth

Board of Directors

Executive Chairman at Sequoia Financial Group LLC

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Sequoia Financial Group LLC
Recent Transactions
Details Hidden

Kudu Investment Management LLC purchases Sequoia Financial Group LLC

Details Hidden

Sequoia Financial Group LLC, Cohen Sequoia Enterprises Ltd. purchase LJPR LLC

Transaction Advisors
Legal Advisor

Advised onKudu Investment Management LLC purchases Sequoia Financial Group LLC

Investment Advisor

Advised onKudu Investment Management LLC purchases Sequoia Financial Group LLC

Non-Profit Donations & Grants
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