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Home > Retirement Planners > new jersey > mountainside > SIERRA CREST INVESTMENT MANAGEMENT LLC
SIERRA CREST INVESTMENT MANAGEMENT LLC
650 Madison Avenue
3rd Floor
New York, New York 10022
Tel: 212-891-2880
About SIERRA CREST INVESTMENT MANAGEMENT LLC
SIERRA CREST INVESTMENT MANAGEMENT LLC, formally registered with the SEC as SIERRA CREST INVESTMENT MANAGEMENT LLC. The firm was established in 01/30/2019. They have over 1 offices throughout the country.
SIERRA CREST INVESTMENT MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $994,160,818 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 0 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300069 |
| SEC# | 801-114566 |
| Assets Managed by Firm | $994,160,818 |
| No. of Clients | 3 |
| No. of Advisors | 0 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $994,160,818 |
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