SIERRA CAPITAL LLC

600 Brickell Avenue
Ste. 2020
Miami, Florida 33131
Tel: 212-867-3533

About SIERRA CAPITAL LLC

SIERRA CAPITAL LLC, formally registered with the SEC as SIERRA CAPITAL LLC. The firm was established in 06/28/2000. They have over 1 offices throughout the country.

SIERRA CAPITAL LLC is a Miami, Florida based Financial Planning firm with nearly $1,425,465,045 assets under management, offering retirement planning & investment advisory services to 517 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110129
SEC#	801-57691
Assets Managed by Firm	$1,425,465,045
No. of Clients	517
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (PODCASTS, QUARTERLY NEWSLETTER)

Firm Client Information

	No. of Clients	AUM
Firm Total	517	$1,425,465,045
High net worth individuals	78	$1,367,148,258
Charitable organizations	Fewer than 5 clients	$32,034,638

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CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
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