Sierra Investment Management Inc.

Sierra Investment Management Inc. (CRD# 106615) is a financial advisory firm headquartered in Santa Monica, CA. They manage $516,660,310 in 1,007 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    517
    MILLION
  • Total Number of Accounts
    1,007
    ACCOUNTS
  • Average Account Value
    $513,069
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 11 - 17 of 17 top financial advisors.
11
Robert Petrosyan
CRD#: 6840573
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Robert Petrosyan (CRD# 6840573) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 3 years of experience in the finance industry.

12
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 15 years of experience in the finance industry.

13
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 21 years of experience in the finance industry.

14
Stanley S. Schiewe
CRD#: 3158528
Grapevine, TX

Stanley Schiewe (CRD# 3158528) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Grapevine, TX and has over 22 years of experience in the finance industry.

15
Suzanne Torres
CRD#: 4768648
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Suzanne Torres (CRD# 4768648) 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.

16
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 13 years of experience in the finance industry.

17
Christopher S. Wilson
CRD#: 3154921
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Christopher Wilson (CRD# 3154921) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 21 years of experience in the finance industry.

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