Sierra Ocean, LLC
Sierra Ocean, LLC (CRD# 313829) is a financial advisory firm headquartered in Ripon, CA. They manage $395,076,030 in 507 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management395MILLION
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Total Number of Accounts507ACCOUNTS
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Average Account Value$779,243
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Sierra Ocean, LLC
1
Jeffrey Burrow (CRD# 4119745) is an Investment Advisor Representative working at Sierra Ocean, LLC in Ripon, CA and has over 24 years of experience in the finance industry.
2
Dezaree Seeds (CRD# 5978580) is an Investment Advisor Representative working at Sierra Ocean, LLC in Ripon, CA and has over 11 years of experience in the finance industry.
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