Sedona Asset Management Services, LLC
RIAState Registered
Total AUM
$5.5M
Discretionary
$5.5M
100% of AUM
Avg account
$552K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 132373
- Registered since
- June 14, 2012
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI54.49%
- Individuals45.51%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sedona Asset Management Services, LLC is a privately owned limited liability company that provides fee-based portfolio management primarily to individual and family clients, with a stated advisory focus on individuals and small businesses. The firm bills on a percentage-of-assets-under-management basis and does not identify as an ESG investor, a pension consultant, or a multi-state adviser. It is organized under individual ownership and is categorized as unclassified in the available filing details.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents61%
- Public Funds/Mutual Funds22%
- Exchange Traded Equities17%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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