| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Edward Murk Control | Managing Member, Chief Compliance Officer | Over 75% | 1998 |
Sequoia Planning & Investments LLC reports $162.1 million in regulatory assets under management on its Form ADV.
Sequoia Planning & Investments LLC reports 2 employees.
Sequoia Planning & Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (925) 934-8200 |
| Office hours | 9:30 a.m. - 5:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $8.6M |
| Non-discretionary | $153.5M |
| Total (RAUM) | $162.1M |