Source: Finance & Commerce

Sequoia Financial: Sequoia to acquire Carlson Capital Management

Akron, Ohio-based Sequoia Financial Group LLC has reached a deal to acquire Carlson Capital Management LLC, a Northfield -based investment advisory firm with $3.8 billion in client assets, the companies announced Wednesday.

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Est. Annual Revenue

$25-100M

Est. Employees

250-500

President & CEO

Thomas Haught

CEO Approval Rating

90/100

Sequoia Financial is an Ohio-based investment advisory firm that provides services such as financial planning and asset management for individuals and institutions.