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Building 2SIERRA OCEAN, LLC

Map pinRIPON, CA
Phone209-232-7100
NotebookSEC #801-121123
Total AUM
$544.6M
Employees
3
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 N WILMA AVENUE
SUITE C
RIPON
CA 95366
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
209-232-7100

ReceiptFinancials

Total AUM
$544.6M
Accounts
568
Discretionary
$206.5M
Accounts
527
Non-Discretionary
$338.1M
Accounts
41

ContactClients

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Individual Clients
81
AUM
$40.1M
HNW Individual Clients
74
AUM
$242.2M
Pension/Profit Sharing Plan Clients
26
AUM
$234.6M
Charitable Organization Clients
1
AUM
$12.8M
Corporation or Business Clients
1
AUM
$15M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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