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August 14, 2023
Sequoia Financial Group is acquiring Affinia Financial Group, a Cleveland wealth manager dedicated to special needs financial planning.
July 19, 2023
/PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today...
June 22, 2023
/PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today...
June 22, 2023
Sequoia Financial Group Promotes Executives Annie McCauley and Kevin Tichnell, Hires Joseph Glick as COO PR Newswire AKRON, Ohio, June 22, 2023 AKRON, Ohio,...
February 16, 2023
Sequoia acquisition will double assets and clients under firm’s family office practice and expand its asset management menu across entire client base.
February 16, 2023
/PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia) today announced it has entered into an agreement to acquire Zeke Capital Advisors, LLC (Zeke). The...
October 20, 2022
The new firm joins a movement that also drew a growth capital investment of $200 million into burgeoning RIA aggregator Sequoia.
October 19, 2022
/PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia), an SEC-registered wealth management firm with approximately $10 billion in client assets, today...