Sierra Asset Management
Sierra Asset Management (CRD# 108685) is a financial advisory firm headquartered in Oakhurst, CA. They manage $162,574,324 in 1,002 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management163MILLION
Total Number of Accounts1,002ACCOUNTS
Average Account Value$162,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Donald Debernardi (CRD# 4929196) is an Investment Advisor Representative working at Sierra Asset Management in Oakhurst, CA and has 1 year of experience in the finance industry. Donald Debernardi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.