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SIERRA ASSET MANAGEMENT
OAKHURST, CA
559-658-5193
SEC #801-56723Total AUM
$462.3M
Employees
3Clients
890Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
40312 JUNCTION DRIVE
OAKHURST
CA 93644-8783
United States
OAKHURST
CA 93644-8783
United States
Operating Hours
MTWTH 7:00AM - 4:00PM FRIDAY 7:00AM - 1:00PM
Monday - Friday
Monday - Friday
Phone
559-658-5193
Financials
Total AUM
$462.3M
Accounts
1,758Discretionary
$455.8M
Accounts
1,754Non-Discretionary
$6.4M
Accounts
4
Clients
Individual Clients
738AUM
$139.9M
HNW Individual Clients
111AUM
$260.6M
Pension/Profit Sharing Plan Clients
25AUM
$48.8M
Charitable Organization Clients
7AUM
$5.6M
Corporation or Business Clients
9AUM
$7.4M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAIDLAORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.