Sierra Investment Management Inc.

Sierra Investment Management Inc. (CRD# 106615) is a financial advisory firm headquartered in Santa Monica, CA. They manage $488,454,967 in 1,023 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405
http://sierrainvestment.com
By the Numbers
  • Total Assets Under Management
    488
    MILLION
  • Total Number of Accounts
    1,023
    ACCOUNTS
  • Average Account Value
    $477,473
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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, LA, NV, PA, TX, WA

Financial Advisors at Sierra Investment Management Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Whitney Barbarics, financial advisor Santa Monica CA
Whitney M. Barbarics
CRD#: 4838497
Santa Monica, CA 90405

Whitney Barbarics (CRD# 4838497) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 13 years of experience in the finance industry.

2
Colin Barber, financial advisor Santa Monica CA
Colin T. Barber
CRD#: 4238328
Santa Monica, CA 90405

Colin Barber (CRD# 4238328) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 19 years of experience in the finance industry.

3
Jason Buck, financial advisor Santa Monica CA
Jason G. Buck
CRD#: 2420923
Santa Monica, CA 90405

Jason Buck (CRD# 2420923) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 25 years of experience in the finance industry.

4
Michael Cramer, financial advisor Irvine CA
Michael J. Cramer
CRD#: 6769239
Irvine, CA 92618

Michael Cramer (CRD# 6769239) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Irvine, CA and has over 2 years of experience in the finance industry.

5
Thomas Giardino, financial advisor Santa Monica CA
Thomas Giardino
CRD#: 3178454
Santa Monica, CA 90405

Thomas Giardino (CRD# 3178454) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 19 years of experience in the finance industry.

6
Sebastian Hoppe, financial advisor Omaha NE
Sebastian M. Hoppe
CRD#: 1199270
Omaha, NE 68130

Sebastian Hoppe (CRD# 1199270) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Omaha, NE and has over 29 years of experience in the finance industry.

7
Deann Kato, financial advisor Santa Monica CA
Deann G. Kato
CRD#: 2593967
Santa Monica, CA 90405

Deann Kato (CRD# 2593967) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has 1 year of experience in the finance industry.

8
Phyllis Leibman, financial advisor Santa Monica CA
Phyllis J. Leibman
CRD#: 729605
Santa Monica, CA 90405

Phyllis Leibman (CRD# 729605) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 28 years of experience in the finance industry.

9
Samar Nasiri, financial advisor Santa Monica CA
Samar Nasiri
CRD#: 5244270
Santa Monica, CA 90405

Samar Nasiri (CRD# 5244270) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 11 years of experience in the finance industry. Samar Nasiri 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.

10
Gira Patel, financial advisor Santa Monica CA
Gira Patel
CRD#: 4109493
Santa Monica, CA 90405

Gira Patel (CRD# 4109493) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 4 years of experience in the finance industry.

1 2 ... Next

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals