Sierra Investment Management Inc.
Sierra Investment Management Inc. (CRD# 106615) is a financial advisory firm headquartered in Santa Monica, CA. They manage $415,631,220 in 996 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Sierra Investment Management Inc.
By the Numbers
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Total Assets Under Management416MILLION
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Total Number of Accounts996ACCOUNTS
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Average Account Value$417,300
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV, PA, TX, WA
Financial Advisors at Sierra Investment Management Inc.
No Advisor Found.
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