Sierra Asset Management

Sierra Asset Management (CRD# 108685) is a financial advisory firm headquartered in Oakhurst, CA. They manage $146,488,675 in 1,026 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    1,026
    ACCOUNTS
  • Average Account Value
    $142,776
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Sierra Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Donald A. Debernardi
CRD#: 4929196
40061 Highway 49, Suite 101, Oakhurst, CA 93644
90
Wealthminder
score

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.

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