SEQUENT PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$589,473,003
Discretionary
$528,445,847
Non-discretionary
$61,027,156
Firm details
- CRD number
- 160381
- SEC file number
- 801-113971
- Main office
- OMAHA, NE, United States
- Employees
- 102
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.