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
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    438
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Sierra Financial Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Tomkiewicz
CRD#: 3162964
Nevada City, CA

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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