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Sequoia Financial

is an Ohio-based investment advisory firm that provides services such as financial planning and asset management for individuals and institutions... Read more
OverviewCompetitorsAcquisitionsFundingInvestmentsNews & Insights

Sequoia Financial

is an Ohio-based investment advisory firm that provides services such as financial planning and asset management for individuals and institutions... Read more
Sequoia Financial President & CEO: Thomas Haught

President & CEO

Thomas Haught

CEO Approval Rating

90/100

1991

PrivateIndependent Company

Banking, Financial Services and Insurance
Asset & Investment Management
6199 NAICS listing

Est. Annual Revenue
$25-100M
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Est. Employees
250-500
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Funding
$1M
Acquisitions
12
Investments
1

News

Acquisition
Jan 30, 2025
Finance & Commerce
Sequoia Financial acquired Carlson Capital Management, LLC for undisclosed amount

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