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Building 2SIERRA WEALTH GROUP, LLC

Map pinLOS ANGELES, CA
Phone760-918-0304 EXT 111
NotebookSEC #801-70503
Total AUM
$42.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11925 WILSHIRE BLVD.
SUITE 300
LOS ANGELES
CA 90025
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
760-918-0304 EXT 111

ReceiptFinancials

Total AUM
$42.7M
Accounts
88
Discretionary
$0
Accounts
0
Non-Discretionary
$42.7M
Accounts
88

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
% OF PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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