Sierra Financial Advisory
Sierra Financial Advisory (CRD# 130934) is a financial advisory firm headquartered in , . They manage $106,000,000 in 438 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Sierra Financial Advisory
By the Numbers
-
Total Assets Under Management106MILLION
-
Total Number of Accounts438ACCOUNTS
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Average Account Value$242,009
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX
Financial Advisors at Sierra Financial Advisory
1
Joseph Tomkiewicz (CRD# 3162964) is an Investment Advisor Representative working at Sierra Financial Advisory in Nevada City, CA and has over 25 years of experience in the finance industry.
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