Sierra Financial Management Company
Sierra Financial Management Company (CRD# 136795) is a financial advisory firm headquartered in , . They manage $10,850,368 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sierra Financial Management Company
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts2ACCOUNTS
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Average Account Value$5,425,184
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
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 Financial Management Company
1
Kenneth Golden (CRD# 814276) is an Investment Advisor Representative working at Sierra Financial Management Company in Citrus Heights, CA and has 1 year of experience in the finance industry.
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