Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > santa monica > SIERRA INVESTMENT MANAGEMENT, LLC
SIERRA INVESTMENT MANAGEMENT, LLC
3420 Ocean Park Blvd, Ste 3060
Santa Monica, California 90405
Tel: 310-452-1887
About SIERRA INVESTMENT MANAGEMENT, LLC
SIERRA INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as SIERRA INVESTMENT MANAGEMENT, LLC. The firm was established in 12/23/1992. They have over 1 offices throughout the country.
SIERRA INVESTMENT MANAGEMENT, LLC is a Santa Monica, California based Financial Planning firm with nearly $388,113,000 assets under management, offering retirement planning & investment advisory services to 900 clients. The firm is staffed with 31 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106615 |
| SEC# | 801-42954 |
| Assets Managed by Firm | $388,113,000 |
| No. of Clients | 900 |
| No. of Advisors | 31 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (PORTFOLIO MANAGEMENT TO PPVA SEPARATE ACCOUNTS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 900 | $388,113,000 |
| Individuals (other than high net worth individuals) | 255 | $86,817,835 |
| High net worth individuals | 96 | $264,145,342 |
| Pension and profit sharing plans | 8 | $14,648,543 |
| Charitable organizations | 2 | $920,616 |
| Corporations or other businesses | 7 | $4,431,030 |
More Retirement Planning firms in Santa Monica, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Santa Monica, California