SEQUOIA FINANCIAL GROUP, L.L.C.

3500 Embassy Parkway
Akron, Ohio 44333
Tel: 330-375-9480

About SEQUOIA FINANCIAL GROUP, L.L.C.

SEQUOIA FINANCIAL GROUP, LLC, formally registered with the SEC as SEQUOIA FINANCIAL GROUP, LLC. The firm was established in 04/19/2002. They have over 30 offices throughout the country.

SEQUOIA FINANCIAL GROUP, L.L.C. is a Akron, Ohio based Financial Planning firm with nearly $23,033,619,111 assets under management, offering retirement planning & investment advisory services to 28338 clients. The firm is staffed with 296 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117756
SEC#	801-61089
Assets Managed by Firm	$23,033,619,111
No. of Clients	28338
No. of Advisors	296

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	28338	$23,033,619,111
Individuals (other than high net worth individuals)	5292	$3,571,645,127
High net worth individuals	3372	$17,342,939,679
Pension and profit sharing plans	6	$13,623,682
Charitable organizations	22	$53,781,728
Corporations or other businesses	62	$571,524,745

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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