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Home > Retirement Planners > california > pleasanton > SIERRA PACIFIC FINANCIAL ADVISORS
SIERRA PACIFIC FINANCIAL ADVISORS
7077 Koll Center Parkway
Suite 120
Pleasanton, California 94566
Tel: 925 223-8868
About SIERRA PACIFIC FINANCIAL ADVISORS
SIERRA PACIFIC FINANCIAL ADVISORS, formally registered with the SEC as SIERRA PACIFIC FINANCIAL ADVISORS. The firm was established in 11/28/2022. They have over 3 offices throughout the country.
SIERRA PACIFIC FINANCIAL ADVISORS is a Pleasanton, California based Financial Planning firm with nearly $162,130,000 assets under management, offering retirement planning & investment advisory services to 358 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131738 |
| SEC# | 801-123728 |
| Assets Managed by Firm | $162,130,000 |
| No. of Clients | 358 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 358 | $162,130,000 |
| Individuals (other than high net worth individuals) | 43 | $18,220,000 |
| High net worth individuals | 72 | $131,570,000 |
| Pension and profit sharing plans | 8 | $12,340,000 |
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