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
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts98ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, TX
Financial Advisors at Sierra Madre Partners LLC
1
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.
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