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Sequoia Financial Group acquires $310M AUM Texas RIA

The deal brings Sequoia's locations to 14 across eight states.

United statesVali nasserTom haughtSequoia financial groupAffinia financial groupDevoe coZeke capital advisorsCirrus wealth management

$15B RIA Sequoia Launches Family Office

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.

Annie mccauleySequoia financial groupSequoia sentinelWealthstone advisorsZeke capital advisorsKudu investment managementValeas capitalSan francisco based

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients

Sequoia Financial Group Introduces Sequoia Sentinel, Family Office Dedicated to Serving Ultra High Net Worth Clients
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United statesAnnie mccauleyTom haughtSequoia financial groupPrnewswire sequoia financial groupSequoia sentinel family officeSequoia financial advisorsFinancial groupSequoia sentinelOhio based sequoiaZeke capital advisors

Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services

Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

United statesSan antonioPatrick snellTom haughtEdwin bartonFrank mastrapasquaMauro mastrapasquaClaude koontzPrnewswire sequoia financial groupAffinia financial groupSequoia financial groupCoplan aronoffFinancial groupOhio based sequoiaSequoia financialZeke capital advisors

RIA Roundup: Sequoia Financial Group to Acquire M Capital Advisors

Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion.

San antonioUnited statesNewport beachSan franciscoMount schoolEdwin bartonLos angelesMatt cosgriffCoastalone onboardsMauro mastrapasquaClaude koontzChuck lanzaKelly maregniNeal wadleyLucas veldhuisjoinedRick goodwin

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