Sequent Asset Management
Financial Services, 952 Echo Ln, Houston, Texas, 77024, United States, 1-10 Employees
Phone Number: +17*********
Who is SEQUENT ASSET MANAGEMENT
Sequent's family office is a holistic wealth management solution. Our services include a comprehensive review, analysis, and recommendations combined with the ongoing management for a fam...
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Headquarters: 952 Echo Ln, Houston, Texas, 77024, United States
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Date Founded: 2008
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Employees: 1-10
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Revenue: $1 Million to $5 Million
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Active Tech Stack: See technologies
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CEO:
Donna Parker
Email
Phone
Industry: Financial Services
SIC Code: 7389
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding Sequent Asset Management
Answer: Sequent Asset Management's headquarters are located at 952 Echo Ln, Houston, Texas, 77024, United States
Answer: Sequent Asset Management's phone number is +17*********
Answer: Sequent Asset Management's official website is https://sequentasset.com
Answer: Sequent Asset Management's revenue is $1 Million to $5 Million
Answer: Sequent Asset Management's SIC: 7389
Answer: Sequent Asset Management's NAICS: 523930
Answer: Sequent Asset Management has 1-10 employees
Answer: Sequent Asset Management is in Financial Services
Answer: Sequent Asset Management top competitors include: Meyers Wealth Management , Prosperity Wealth Management , Shorepine Wealth Management
Answer: Sequent Asset Management contact info: Phone number: +17********* Website: https://sequentasset.com
Answer: Sequent's family office is a holistic wealth management solution. Our services include a comprehensive review, analysis, and recommendations combined with the ongoing management for a familys accumulating wealth in any type of account (personal, trust, retirement, charitable, etc.) to include asset allocation determination (by account and overall) and tactical adjustments to specific investment holdings over time in keeping with lifestyle changes and prevailing or anticipated economic and market conditions. Sequents family office management services include review, analysis, and recommendations across the seven key areas of a familys personal financial situation: (1) Balance Sheet; assets and debts, (2) Cash Flow; income and expenses, (3) Accumulation; savings for retirement, college funding, etc., (4) Insurance, (5) Tax; income, capital gains, business, gift and estate, (6) Estate & Gift planning, and (7) Business/Succession planning.
Answer:
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