Sierra Madre Partners LLC

Sierra Madre Partners LLC (CRD# 171754) is a financial advisory firm headquartered in Cerritos, CA. They manage $13,886,518 in 98 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
17777 Center Court Drive North, Suite 600, Cerritos, CA 90703
https://sierramadrepartners.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $141,699
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
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Sierra Madre Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Kim, financial advisor Cerritos CA
Stephen H. Kim
CRD#: 4724325
17777 Center Court Drive North, Suite 600, Cerritos, CA 90703

Stephen Kim (CRD# 4724325) is an Investment Advisor Representative working at Sierra Madre Partners LLC in Cerritos, CA and has over 17 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.

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.

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