Sierra Investment Management Inc.

Sierra Investment Management Inc. (CRD# 106615) is a financial advisory firm headquartered in Santa Monica, CA. They manage $495,113,666 in 1,029 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
    495
    MILLION
  • Total Number of Accounts
    1,029
    ACCOUNTS
  • Average Account Value
    $481,160
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, FL, NV, PA, TX, WA

Financial Advisors at Sierra Investment Management Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Colin Barber, financial advisor Santa Monica CA
Colin T. Barber
CRD#: 4238328
3420 Ocean Park Blvd, Ste 3060, 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 22 years of experience in the finance industry.

2
Jason Buck, financial advisor Santa Monica CA
Jason G. Buck
CRD#: 2420923
3420 Ocean Park Blvd, Ste 3060, 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 29 years of experience in the finance industry.

3
Michael Cramer, financial advisor Irvine CA
Michael J. Cramer
CRD#: 6769239
20 Pacifica, Suite 340, Irvine, CA 92618

Michael Cramer (CRD# 6769239) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Irvine, CA and has over 5 years of experience in the finance industry.

4
Thomas Giardino, financial advisor Santa Monica CA
Thomas Giardino
CRD#: 3178454
3420 Ocean Park Blvd, Ste 3060, 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 23 years of experience in the finance industry.

5
Phyllis Leibman, financial advisor Santa Monica CA
Phyllis J. Leibman
CRD#: 729605
3420 Ocean Park Blvd., Suite 3060, 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 31 years of experience in the finance industry.

6
Samar Nasiri, financial advisor Santa Monica CA
Samar Nasiri
CRD#: 5244270
3420 Ocean Park Blvd, Ste 3060, 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 14 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.

7
Gira Patel, financial advisor Santa Monica CA
Gira Patel
CRD#: 4109493
3420 Ocean Park Blvd, Ste 3060, 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 7 years of experience in the finance industry.

8
Sean Pham, financial advisor Santa Monica CA
Sean N. Pham
CRD#: 5092586
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Sean Pham (CRD# 5092586) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 17 years of experience in the finance industry.

9
William Phillips Iii, financial advisor Highland Park IL
William F. Phillips Iii
CRD#: 3192254
Highland Park, IL

William Phillips Iii (CRD# 3192254) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Highland Park, IL and has over 23 years of experience in the finance industry.

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

Gayatri Vyas (CRD# 4286408) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 15 years 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.

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