Sierra Ocean, LLC

Sierra Ocean, LLC (CRD# 313829) is a financial advisory firm headquartered in Ripon, CA. They manage $395,076,030 in 507 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
521 N Wilma Avenue, Suite C, Ripon, CA 95366
https://www.facebook.com/sierra.ocean
By the Numbers
  • Total Assets Under Management
    395
    MILLION
  • Total Number of Accounts
    507
    ACCOUNTS
  • Average Account Value
    $779,243
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sierra Ocean, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Burrow, financial advisor Ripon CA
Jeffrey S. Burrow
CRD#: 4119745
521 N Wilma Avenue, Suite C, Ripon, CA 95366

Jeffrey Burrow (CRD# 4119745) is an Investment Advisor Representative working at Sierra Ocean, LLC in Ripon, CA and has over 24 years of experience in the finance industry.

2
Dezaree Seeds, financial advisor Ripon CA
Dezaree M. Seeds
CRD#: 5978580
521 N Wilma Avenue, Suite C, Ripon, CA 95366

Dezaree Seeds (CRD# 5978580) is an Investment Advisor Representative working at Sierra Ocean, LLC in Ripon, CA and has over 11 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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