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Building 2SIERRA PACIFIC FINANCIAL ADVISORS

Map pinPLEASANTON, CA
Phone925-223-8868
NotebookSEC #801-123728
Total AUM
$245.9M
Employees
7
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7077 KOLL CENTER PARKWAY
SUITE 120
PLEASANTON
CA 94566
United States
Operating Hours
9:00 AM - 5:30PM
Monday - Friday
Phone
925-223-8868
Other Offices
2

ReceiptFinancials

Total AUM
$245.9M
Accounts
294
Discretionary
$237M
Accounts
290
Non-Discretionary
$8.9M
Accounts
4

ContactClients

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Individual Clients
39
AUM
$11.6M
HNW Individual Clients
251
AUM
$225.4M
Pension/Profit Sharing Plan Clients
1
AUM
$8.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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