Sequoia Planning & Investments LLC
● SEC registered since 2000CRD 109519SEC# 801-57596
Reg. AUM
$160M
Employees
2
Accounts
80
Location
—
Sequoia Planning & Investments LLC assets under management
Sequoia Planning & Investments LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2000. It reports $160 million in regulatory assets under management and employs 2 people.
Sequoia Planning & Investments LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Edward Murk Control | Managing Member, Chief Compliance Officer | Over 75% | 1998 |
Frequently asked questions
How much does Sequoia Planning & Investments LLC manage?
Sequoia Planning & Investments LLC reports $160 million in regulatory assets under management on its Form ADV.
How many employees does Sequoia Planning & Investments LLC have?
Sequoia Planning & Investments LLC reports 2 employees.
Does Sequoia Planning & Investments LLC disclose fund performance?
Sequoia Planning & Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$160M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$160Mregulatory AUM
Discretionary $0Non-discretionary $160M