Acquiring Company
Sequoia Financial Group
Acquired Company
Family Asset Management
AkronCharlestonFinancial ServicesFinancial ServicesFinanceDescription
Sequoia Financial Group, LLC has acquired Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm with more than $300 million in assets under management. The acquisition expands Sequoia Financial's footprint in the Southeast and provides a broader and deeper set of resources and investment offerings for FAM's clients. FAM's team, led by Andrew Barrett and Dan Russler, will join forces with Sequoia Financial to continue the legacy they've built.
Quick answer
Sequoia Financial Group is acquiring Family Asset Management, announced October 31, 2024. Sequoia Financial Group is based in Akron, Ohio, United States.
- How much did Sequoia Financial Group pay for Family Asset Management?
- The deal value was not disclosed.
- What does Sequoia Financial Group do?
- Sequoia Financial Group strongly believes that financial planning should revolve solely around you.
- Where are Sequoia Financial Group and Family Asset Management based?
- Sequoia Financial Group is based in Akron, Ohio, United States. Family Asset Management is based in Charleston, South Carolina, United States.
- Who are the decision-makers at Sequoia Financial Group?
- Fundz holds 1 contact at Sequoia Financial Group. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Sequoia Financial Group, and when
When Sequoia Financial Group changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Sequoia Financial Group raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Sequoia Financial Group, from your own LinkedIn network
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Frequently asked
Who acquired Family Asset Management?
Family Asset Management was acquired by Sequoia Financial Group, based in Akron. The deal was reported on October 31, 2024. Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it. Sequoia Financial Group is privately held and operates in Financial Services.
When did Sequoia Financial Group acquire Family Asset Management?
Sequoia Financial Group's acquisition of Family Asset Management was reported on October 31, 2024. Sequoia Financial Group, LLC has acquired Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm with more than $300 million in assets under management. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Family Asset Management do?
Family Asset Management is an SEC-registered investment manager providing financial planning and investment management services to high net worth clients, multigenerational families, corporations, and foundations. It is privately held, operating in Financial Services, and is based in Charleston.
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