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Building 2SIERRA FINANCIAL ADVISORY

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Phone530-470-8939
NotebookSEC #801-117220
Total AUM
$144.9M
Employees
2
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM TO 4 PM
Monday - Friday
Phone
530-470-8939

ReceiptFinancials

Total AUM
$144.9M
Accounts
457
Discretionary
$138.6M
Accounts
435
Non-Discretionary
$6.3M
Accounts
22

ContactClients

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Individual Clients
128
AUM
$41.4M
HNW Individual Clients
45
AUM
$96.1M
Pension/Profit Sharing Plan Clients
1
AUM
$6.2M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOORTX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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