59
Growth Score
pts
Heat Score
-19 pts
Company Performance Metrics
Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience
2757507
Sequent Asset Management provides family office services, investment management, portfolio consulting, and fiduciary coordination.
About the Company
Sequent Asset Management provides family office support and investment management for individuals and families. Services include goal-based financial planning, asset allocation, manager selection, and portfolio construction aligned to stated objectives and risk tolerance. Financial counseling addresses cash flow, retirement needs, and education
funding. Portfolio consulting covers performance measurement, risk monitoring, rebalancing guidance, and due diligence on external managers and strategies. Fiduciary coordination helps trustees and other stewards with governance, reporting, and documentation. The firm collaborates with clients’ tax and legal advisors and works with external custodians to implement and oversee portfolios.
