Sequoia Wealth Management LLC
Nombre legal: SEQUOIA WEALTH MANAGEMENT, LLC
Detalles de contacto completos
Sequoia Wealth Management LLC
200 APPLEBEE ST, SUITE 208, BARRINGTON, IL
847-310-5900
847-310-5911
Otra información
Sequoia Wealth Management LLC es una compañía de responsabilidad limitada con sede en Illinois que cuenta con 23 empleados, todos ocupando puestos de asesoramiento, y un estatus de SEC listado como Aprobado. La firma se registró inicialmente en el organismo regulador el 1 de octubre de 2014. A pesar de solo atender directamente a 11 clientes, la empresa tiene una reputación floreciente por brindar servicios de calidad en análisis financiero y gestión a sus clientes.
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Propietarios directos
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ROBERT DENNIS LYMAN
CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER posee 75% o más
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Top Holdings
- ISHARES TR $13,439k
- ISHARES INC $12,567k
- INVESCO QQQ TR UNIT SER 1 $12,111k
- INVESCO EXCHANGETRAD $11,209k
- INVESCO EXCHNG TRADED FD TR $9,656k
- VANGUARD INDEX FDS TOTAL STK MKT $6,583k
- FIRST TR $4,321k
- ISHARES TR CORE S&P500 ETF $2,655k
- INVESCO EXCHANGE TRADED FD T $2,428k
- ISHARES TR CORE HIGH DV ETF $2,075k