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Building 2SIERRA LEGACY GROUP

Map pinSCOTTSDALE, AZ
Phone775-322-4500
NotebookSEC #801-122455
Total AUM
$152.7M
Employees
7
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6424 E. GREENWAY PARKWAY
SUITE 100
SCOTTSDALE
AZ 85254
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
775-322-4500
Other Offices
1

ReceiptFinancials

Total AUM
$152.7M
Accounts
86
Discretionary
$152.7M
Accounts
86
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$3.8M
HNW Individual Clients
14
AUM
$148.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANV

HandshakeAffiliates

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

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