Sierra Investment Management Inc.

Sierra Investment Management Inc. (CRD# 106615) is a financial advisory firm headquartered in Santa Monica, CA. They manage $562,574,099 in 872 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    563
    MILLION
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $645,154
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CT, IL, LA, MN, NV, OR, TX, WA

Financial Advisors at Sierra Investment Management Inc.
Showing 1 - 10 of 16 top financial advisors.
1
Phyllis J. Leibman
CRD#: 729605
3420 Ocean Park Blvd., Suite 3060, Santa Monica, CA 90405
96
Wealthminder
score

Phyllis Leibman (CRD# 729605) 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.

2
Samar Nasiri
CRD#: 5244270
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405
96
Wealthminder
score

Samar Nasiri (CRD# 5244270) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 8 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.

3
Whitney M. Barbarics
CRD#: 4838497
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405
93
Wealthminder
score

Whitney Barbarics (CRD# 4838497) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 10 years of experience in the finance industry.

4
Colin T. Barber
CRD#: 4238328
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405
93
Wealthminder
score

Colin Barber (CRD# 4238328) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 16 years of experience in the finance industry.

5
Joshua B. Bradford
CRD#: 4858618
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405
93
Wealthminder
score

Joshua Bradford (CRD# 4858618) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 12 years of experience in the finance industry.

6
Michael J. Buchholz
CRD#: 2330979
Chanhassen, MN
93
Wealthminder
score

Michael Buchholz (CRD# 2330979) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Chanhassen, MN and has over 23 years of experience in the finance industry.

7
Jason G. Buck
CRD#: 2420923
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405
93
Wealthminder
score

Jason Buck (CRD# 2420923) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 22 years of experience in the finance industry.

8
William F. Phillips Iii
CRD#: 3192254
Highland Park, IL
93
Wealthminder
score

William Phillips Iii (CRD# 3192254) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Highland Park, IL and has over 17 years of experience in the finance industry.

9
Suzanne Torres
CRD#: 4768648
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405
93
Wealthminder
score

Suzanne Torres (CRD# 4768648) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 12 years of experience in the finance industry.

10
Gayatri R. Vyas
CRD#: 4286408
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405
93
Wealthminder
score

Gayatri Vyas (CRD# 4286408) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 9 years of experience in the finance industry.

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