SIERRA OCEAN, LLC
Total AUM
$544.6M
Employees
3Clients
183Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
521 N WILMA AVENUE
SUITE C
RIPON
CA 95366
United States
SUITE C
RIPON
CA 95366
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
209-232-7100
Financials
Total AUM
$544.6M
Accounts
568Discretionary
$206.5M
Accounts
527Non-Discretionary
$338.1M
Accounts
41
Clients
Individual Clients
81AUM
$40.1M
HNW Individual Clients
74AUM
$242.2M
Pension/Profit Sharing Plan Clients
26AUM
$234.6M
Charitable Organization Clients
1AUM
$12.8M
Corporation or Business Clients
1AUM
$15M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.