Sequent
Likely to Engage tag.Highly Engaged Employees

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

360 N Pacific Coast Hwy Ste 2000, El Seg...

Phone Number

(310) 417-4113

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Sequent

Sequent Real Estate + Wealth Management specializes in integrated wealth management for high-net-worth individuals and families, focusing on real estate, tax deferment strategies, and long-term portfolio growth. They offer tailored solutions that include wealth management, 1031 exchange planning, and strategic real estate guidance. The company aims to help clients preserve wealth, reduce tax exposure, and create generational wealth through personalized investment strategies. Sequent's services are designed to simplify complex investment processes and align with individual financial goals.Explore more
Sequent's Social MediaPopular SearchesSequentSequent Real Estate + Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Sequent Org Chart

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FP
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Director

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Co-Founder & Director

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DS
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Senior Operations Associate

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sequent

<$5M
1-10
Private
-
2020
$5.5M
11-50
Private
$6.3M
2014
DD
David DahillChief Financial Officer
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
DS
Debra SchleiningRepresentative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2015
DG
Daniel GoodwinExpert In 1031 Exchanges, QOZs, and Delaware Statutory Trusts
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sequent is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sequent is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sequent.

Sequent Tech Stack

A closer look at the technologies used by Sequent

Sequent News & Media

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Frequently Asked Questions Regarding Sequent

What is Sequent's official website?
Sequent's official website is www.sequent-rewm.com
What is Sequent's Revenue?
Sequent's revenue is <$5 Million
What is Sequent's SIC code?
Sequent's SIC: 62,628
What is Sequent's NAICS code?
Sequent's NAICS: 52,523
How many employees does Sequent have?
Sequent has 1-10 employees
What industry does Sequent belong to?
Sequent is in the industry of: Finance, Securities Trading
What is Sequent competition?
Sequent top competitors include: Turner Investment, Provident 1031, Realized Holdings, Pillar Wealth Management
What technology does Sequent use?
Some of the popular technologies that Sequent uses are: Salesforce Pardot, Embedly, Bitly, Google Font API
How do I contact Sequent?
Sequent contact info: Phone number: (310) 417-4113 Website: www.sequent-rewm.com
What does Sequent do?

Sequent Real Estate + Wealth Management specializes in integrated wealth management for high-net-worth individuals and families, focusing on real estate, tax deferment strategies, and long-term portfolio growth. They offer tailored solutions that include wealth management, 1031 exchange planning, and strategic real estate guidance. The company aims... to help clients preserve wealth, reduce tax exposure, and create generational wealth through personalized investment strategies. Sequent's services are designed to simplify complex investment processes and align with individual financial goals.Read More

What are Sequent social media links?
Sequent Linkedin page
Is Sequent a public company?
Sequent is private company therefore does not currently have an official ticker symbol
See more information about Sequent

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