Sierra Asset Management

Sierra Asset Management (CRD# 108685) is a financial advisory firm headquartered in Oakhurst, CA. They manage $334,121,884 in 1,565 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
40312 Junction Drive, Oakhurst, CA 93644
http://www.facebook.com/sierraassetmanagement
By the Numbers
  • Total Assets Under Management
    334
    MILLION
  • Total Number of Accounts
    1,565
    ACCOUNTS
  • Average Account Value
    $213,496
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
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, OR, TX, WA

Financial Advisors at Sierra Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Donald Debernardi, financial advisor Oakhurst CA
Donald A. Debernardi
CRD#: 4929196
40312 Junction Drive, Oakhurst, CA 93644

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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