Sequent Asset Management

Financial Services • Hedwig Village, Texas, United States • 1-10 Employees

Company overview

Headquarters	952 Echo Lane, Suite 312, Houston, Texas 77024, US
Phone number	+17134670008
Website	sequentasset.com
NAICS	52
SIC	628
Keywords	Estate Planning, Wealth Management, Succession Planning, Financial Counseling, Portfolio Consulting
Founded	2008
Employees	1-10

Key Contact at Sequent Asset Management

Donna Parker

Executive Assistant To Chief Executive Officer

Sequent Asset Management Email Formats

Sequent Asset Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@sequentasset.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@sequentasset.com	100%

About 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 family’s 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. Sequent’s family office management services include review, analysis, and recommendations across the seven key areas of a family’s 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.

Sequent Asset Management revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Sequent Asset Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sequent Asset Management has never raised funding before.

Sequent Asset Management Tech Stack

Discover the technologies and tools that power Sequent Asset Management's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

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Gravity Forms

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jQuery

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GoDaddy

Hosting

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Kinsta

Hosting

Google Maps

Maps

MySQL

Databases

wpBakery

Page builders

RSS

Miscellaneous

Frequently asked questions

Sequent Asset Management is located in Hedwig Village, Texas, US.

You can reach Sequent Asset Management at +17134670008.

Sequent Asset Management was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Sequent Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sequent Asset Management

Donna Parker

Executive Assistant To Chief Executive Officer

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