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Building 2SIERRA INVESTMENT PARTNERS, INC.

Map pinWALNUT CREEK, CA
Phone925-941-6300
NotebookSEC #801-48848
Total AUM
$5.5B
Employees
9
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 YGNACIO VALLEY ROAD
SUITE 300
WALNUT CREEK
CA 94596-4061
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
925-941-6300
Other Offices
2

ReceiptFinancials

Total AUM
$5.5B
Accounts
120
Discretionary
$5.5B
Accounts
120
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
120
AUM
$5.5B

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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