Overview
Assets Under Management: $145 million
High-Net-Worth Clients: 45
Average Client Assets: $2.1 million
Frequently Asked Questions
SIERRA FINANCIAL ADVISORY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130934), SIERRA FINANCIAL ADVISORY is subject to fiduciary duty under federal law.
SIERRA FINANCIAL ADVISORY serves 45 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, SIERRA FINANCIAL ADVISORY offers financial planning and portfolio management for individuals. View all service details ↓
SIERRA FINANCIAL ADVISORY manages $145 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, SIERRA FINANCIAL ADVISORY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.33%
Average Client Assets: $2.1 million
Total Client Accounts: 457
Discretionary Accounts: 435
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 130934
Filing ID: 2057866
Last Filing Date: 2026-03-03 15:51:00