The top-ranked RIA's latest acquisition in the Southeast adds $300M in AUM while extending its reach in South Carolina.

Provide a range of services to financial planner stockbrokers, self-directed investors, superannuation funds and accountants that allows to offer wealth management solutions to customers.

Sequoia Financial Group (Sequoia Financial), an SEC-registered wealth manager has acquired Family Asset Management (FAM), an ...

The deal with Family Asset Management expands Sequoia’s Southeast footprint and represents its seventh acquisition since 2023 ...

Sequoia Financial Group Ltd. (AU:SEQ) has released an update. Sequoia Financial Group Ltd, an ASX-listed financial services provider, has ...

FAM offers financial planning and investment management services to wealthy individuals, multigenerational families, corporations, and foundations. Additionally, FAM broadens Sequoia Financials ...

Sequoia Financial Group Ltd. (AU:SEQ) has released an update. Sequoia Financial Group Ltd, an ASX-listed financial services provider, has updated its AGM Proxy Form to align with the Notice of ...

30, 2024. FAM provides financial planning and investment management services to high net worth clients, multigenerational families, corporations and foundations. FAM expands Sequoia Financial's ...