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Building 2SIERRA INVESTMENT MANAGEMENT, LLC

Map pinSANTA MONICA, CA
Phone310-452-1887
NotebookSEC #801-42954
Total AUM
$360.9M
Employees
34
Clients
312

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3420 OCEAN PARK BLVD, STE 3060
SANTA MONICA
CA 90405
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
310-452-1887

ReceiptFinancials

Total AUM
$360.9M
Accounts
759
Discretionary
$360.9M
Accounts
759
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
193
AUM
$75.7M
HNW Individual Clients
101
AUM
$259.3M
Pension/Profit Sharing Plan Clients
7
AUM
$12.3M
Charitable Organization Clients
1
AUM
$712.8K
Corporation or Business Clients
3
AUM
$2.1M
Other Clients
7
AUM
$10.8M
Description of Other Clients
PPVA SUB-ACCOUNTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT TO PPVA SEPARATE ACCOUNTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOLAPATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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