SEQUOIA FINANCIAL ADVISORS, INC.
CRD #133862 SEC #801-63909 PHOENIX, AZ 480-421-0600
SEC Registered
Total AUM
$26.2M
Discretionary
$25.2M
Employees
2
Clients
1
Accounts
89
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $167.8M | $27.9M | $139.9M | 1 | 200 |
| Sep 2014 | $176M | $25.6M | $150.4M | 2 | 200 |
| Mar 2014 | $176M | $25.6M | $150.4M | 2 | 200 |
| Jul 2013 | $157.3M | $25.2M | $132.1M | 2 | 100 |
| Jun 2013 | $157.3M | $25.2M | $132.1M | 2 | 100 |
| Mar 2013 | $26.2M | $25.2M | $941.5K | 2 | 100 |
| Mar 2012 | $177.2M | $40.4M | $136.8M | 1 | 26 |
| May 2011 | $201.9M | $43M | $158.9M | 5 | -- |
| Apr 2011 | $165.7M | $33.4M | $132.3M | 5 | -- |
| Mar 2009 | $120.7M | $21.7M | $99M | 5 | -- |
| Jan 2008 | $157.1M | $32.7M | $124.4M | 5 | -- |
| Feb 2007 | $140.6M | $31.3M | $109.3M | 5 | -- |
| Mar 2006 | $112.2M | $23.2M | $89.1M | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2015
Total AUM$167.8M
Discretionary$27.9M
Non-Disc.$139.9M
Employees1
Clients200
DateSep 2014
Total AUM$176M
Discretionary$25.6M
Non-Disc.$150.4M
Employees2
Clients200
DateMar 2014
Total AUM$176M
Discretionary$25.6M
Non-Disc.$150.4M
Employees2
Clients200
DateJul 2013
Total AUM$157.3M
Discretionary$25.2M
Non-Disc.$132.1M
Employees2
Clients100
DateJun 2013
Total AUM$157.3M
Discretionary$25.2M
Non-Disc.$132.1M
Employees2
Clients100
DateMar 2013
Total AUM$26.2M
Discretionary$25.2M
Non-Disc.$941.5K
Employees2
Clients100
DateMar 2012
Total AUM$177.2M
Discretionary$40.4M
Non-Disc.$136.8M
Employees1
Clients26
DateMay 2011
Total AUM$201.9M
Discretionary$43M
Non-Disc.$158.9M
Employees5
Clients--
DateApr 2011
Total AUM$165.7M
Discretionary$33.4M
Non-Disc.$132.3M
Employees5
Clients--
DateMar 2009
Total AUM$120.7M
Discretionary$21.7M
Non-Disc.$99M
Employees5
Clients--
DateJan 2008
Total AUM$157.1M
Discretionary$32.7M
Non-Disc.$124.4M
Employees5
Clients--
DateFeb 2007
Total AUM$140.6M
Discretionary$31.3M
Non-Disc.$109.3M
Employees5
Clients--
DateMar 2006
Total AUM$112.2M
Discretionary$23.2M
Non-Disc.$89.1M
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--