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SIERRA INVESTMENT MANAGEMENT, LLC

Tel: 310-452-1887
3420 Ocean Park Blvd, Ste 3060
Santa Monica, California  90405

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SIERRA INVESTMENT MANAGEMENT, LLC

SIERRA INVESTMENT MANAGEMENT, LLC is a Santa Monica, California based financial advisory firm with nearly $388,113,000 in assets under management and provides investment advisory services for 900 clients. There are currently 31 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Other (PORTFOLIO MANAGEMENT TO PPVA SEPARATE ACCOUNTS)

Fee Structure:

A percentage of AUM

Firm CRD#:

106615

SEC#:

801-42954

No. of Clients:

900

Assets under Management

$388,113,000

No. of Advisors:

31

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