RIA Intelligence

SEQUOIA ASSET MANAGEMENT

CRD #142924 SEC #801-67552 TULLY, NY 315-510-6799
SEC Registered
Total AUM
$875K
Discretionary
$875K
Employees
5
Clients
10
Accounts
3

Firm Details

Organization Type
Sole Proprietorship
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 23, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GATT, TERENCE, MICHAELIPRINCIPAL AND OWNER/ CHIEF COMPLIANCE OFFICERE Control
GATT, TERENCE, MICHAELIPRINCIPAL AND OWNER/ CHIEF COMPLIANCE OFFICERE Control
GATT, TERENCE, MICHAELIPRINCIPAL AND OWNER/ CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 23, 2007 REGISTERED

Address

59 STATE ST.
SUITE A-10
TULLY, NY 13159
USA
Phone: 315-510-6799