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Building 2SIERRA FINANCIAL ADVISORS, LLC

Map pinOVERLAND PARK, KS
Phone913-327-1567
NotebookSEC #801-61520
Total AUM
$25.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4800 COLLEGE BOULEVARD
OVERLAND PARK
KS 66211
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
913-327-1567

ReceiptFinancials

Total AUM
$25.6M
Accounts
173
Discretionary
$20.4M
Accounts
138
Non-Discretionary
$5.2M
Accounts
35

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
KSMO

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

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