Sequoia Advisor Group

Finance · Kentucky, United States · 11-50 Employees

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Overview

Headquarters

2005 Frankfort Ave, Louisville, Kentucky...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About Sequoia Advisor Group

Sequoia Advisor Group provides a range of financial services including personalized financial planning, strategic investment management, estate planning, and tax strategy. They focus on creating customized financial plans that align long-term goals with short-term stability. The firm emphasizes a collaborative approach, ensuring that clients receive tailored guidance based on their unique needs and circumstances. Their experienced advisors are dedicated to supporting clients throughout their financial journey.Explore more
Sequoia Advisor Group's Social MediaPopular SearchesSequoia Advisor GroupSequoiaSIC Code 62,628NAICS Code 52,523Show more

Sequoia Advisor Group Org Chart

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JM
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Chief Operating Officer

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IM
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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sequoia Advisor Group

<$5M
11-50
Private
-
2022
JM
Jason MagarChief Operating Officer
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
$5.1M
11-50
Private
-
2013
NA
Norma AntolakDirector, Client Service
<$5M
11-50
Private
-
-
CF
Carter FrameDirector, Marketing
<$5M
11-50
Private
-
-
KS
Kaydia SmithManaging Director
<$5M
1-10
Private
-
2017
HB
Hilary BelerClient Services Coordinator
<$5M
1-10
Private
-
1998
MH
Michael HaverkampInvestment Executive
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sequoia Advisor Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Sequoia Advisor Group Tech Stack

A closer look at the technologies used by Sequoia Advisor Group

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Frequently Asked Questions Regarding Sequoia Advisor Group

What is Sequoia Advisor Group's official website?
Sequoia Advisor Group's official website is www.sequoiaadvisorgroup.com
What is Sequoia Advisor Group's Revenue?
Sequoia Advisor Group's revenue is <$5 Million
What is Sequoia Advisor Group's SIC code?
Sequoia Advisor Group's SIC: 62,628
What is Sequoia Advisor Group's NAICS code?
Sequoia Advisor Group's NAICS: 52,523
How many employees does Sequoia Advisor Group have?
Sequoia Advisor Group has 11-50 employees
What industry does Sequoia Advisor Group belong to?
Sequoia Advisor Group is in the industry of: Finance, Securities Trading
What is Sequoia Advisor Group competition?
Sequoia Advisor Group top competitors include: Cadena Financial Planning, Optimal Wealth Strategies, Ambrose Wealth Management, Guardian Wealth Strategies
What technology does Sequoia Advisor Group use?
Some of the popular technologies that Sequoia Advisor Group uses are: Squarespace Online Stores, Adobe Typekit, Squarespace, jQuery
What does Sequoia Advisor Group do?

Sequoia Advisor Group provides a range of financial services including personalized financial planning, strategic investment management, estate planning, and tax strategy. They focus on creating customized financial plans that align long-term goals with short-term stability. The firm emphasizes a collaborative approach, ensuring that clients receiv... e tailored guidance based on their unique needs and circumstances. Their experienced advisors are dedicated to supporting clients throughout their financial journey.Read More

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

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