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Sequoia Financial Group buys Charleston-based Family Asset Management
Sequoia Financial Group (Sequoia Financial), an SEC-registered wealth manager has acquired Family Asset Management (FAM), an ...
Sequoia buys South Carolina RIA Family Asset Management
The acquisition, whose financial terms remain undisclosed, expands Sequoia Financial’s footprint in the Southeast.
Sequoia Financial Group Updates AGM Proxy Form
Sequoia Financial Group Ltd. (AU:SEQ) has released an update. Sequoia Financial Group Ltd, an ASX-listed financial services provider, has ...
Morningstar13d
Sequoia Financial Group Acquires Charleston-based Family Asset Management
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 ...
Nasdaq7d
Sequoia Financial Group Updates AGM Proxy Form
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 ...
WealthManagement.com12d
Sequoia Acquires $300M South Carolina RIA
The deal with Family Asset Management expands Sequoia’s Southeast footprint and represents its seventh acquisition since 2023 ...
InvestmentNews12d
$21.5B Sequoia seals deal for Family Asset Management
The top-ranked RIA's latest acquisition in the Southeast adds $300M in AUM while extending its reach in South Carolina.
Sequoia Fund Q3 2024 Shareholder Letter
For the third quarter of 2024, Sequoia Fund generated a total return of 7.12% 1 net of fees, versus 5.89% for the Standard & Poor’s 500 Index. For the year-to-date through September 30, Sequoia Fund ...