SIERRA INVESTMENT PARTNERS, INC.

101 Ygnacio Vally Road
Suite 300
Walnut Creek, California 94596-4061
Tel: 925-941-6300

About SIERRA INVESTMENT PARTNERS, INC.

SIERRA INVESTMENT PARTNERS, INC, formally registered with the SEC as SIERRA INVESTMENT PARTNERS, INC. The firm was established in 05/18/1995. They have over 3 offices throughout the country.

SIERRA INVESTMENT PARTNERS, INC. is a Walnut Creek, California based Financial Planning firm with nearly $5,560,333,510 assets under management, offering retirement planning & investment advisory services to 113 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110954
SEC#	801-48848
Assets Managed by Firm	$5,560,333,510
No. of Clients	113
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	113	$5,560,333,510
Pension and profit sharing plans	113	$5,560,333,510

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