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Building 2SIERRA SUMMIT ADVISORS LLC

Map pin
Phone847-652-5070
NotebookSEC #801-128786
Total AUM
$780.8M
Employees
7
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM - 5PM PST
Monday - Friday
Phone
847-652-5070
Other Offices
1

ReceiptFinancials

Total AUM
$780.8M
Accounts
484
Discretionary
$777.5M
Accounts
479
Non-Discretionary
$3.3M
Accounts
5

ContactClients

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HNW Individual Clients
135
AUM
$710.3M
Pension/Profit Sharing Plan Clients
7
AUM
$15.6M
Charitable Organization Clients
10
AUM
$35.7M
Corporation or Business Clients
6
AUM
$19.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILNVTXWI

HandshakeAffiliates

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

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