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SIERRA ASSET MANAGEMENT
40312 Junction Drive
Oakhurst, California 93644-8783
Tel: 559-658-5193
About SIERRA ASSET MANAGEMENT
SIERRA ASSET MANAGEMENT, formally registered with the SEC as SIERRA ASSET MANAGEMENT. The firm was established in 07/28/1999. They have over 1 offices throughout the country.
SIERRA ASSET MANAGEMENT is a Oakhurst, California based Financial Planning firm with nearly $334,121,884 assets under management, offering retirement planning & investment advisory services to 1565 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108685 |
| SEC# | 801-56723 |
| Assets Managed by Firm | $334,121,884 |
| No. of Clients | 1565 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1565 | $334,121,884 |
| Individuals (other than high net worth individuals) | 693 | $120,487,856 |
| High net worth individuals | 74 | $180,106,973 |
| Pension and profit sharing plans | 11 | $8,693,811 |
| Charitable organizations | 8 | $4,623,673 |
| Corporations or other businesses | 17 | $20,209,571 |
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