Sequoia Wealth Management LLC
Nome legal: SEQUOIA WEALTH MANAGEMENT, LLC
Detalhes completos de contato
Sequoia Wealth Management LLC
200 APPLEBEE ST, SUITE 208, BARRINGTON, IL
847-310-5900
847-310-5911
Outras informações
A Sequoia Wealth Management LLC é uma Empresa de Responsabilidade Limitada de Illinois com 23 funcionários, todos atuando em funções consultivas, e um status da SEC listado como Aprovado. A empresa foi registrada inicialmente junto ao órgão regulador em 1º de outubro de 2014. Apesar de atender diretamente apenas 11 clientes, a empresa tem uma reputação em ascensão por fornecer serviços de análise financeira e de gestão de alta qualidade aos seus clientes.
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Proprietários diretos
-
ROBERT DENNIS LYMAN
CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER é proprietária 75% ou mais
Empresas localizadas nas proximidades
Principais Participações
- 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