Overview
Assets Under Management: $127 million
Headquarters: RENO, NV
High-Net-Worth Clients: 45
Average Client Assets: $2.0 million
Frequently Asked Questions
SIERRA MANAGEMENT GROUP 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 #307227), SIERRA MANAGEMENT GROUP is subject to fiduciary duty under federal law.
SIERRA MANAGEMENT GROUP is headquartered in RENO, NV.
SIERRA MANAGEMENT GROUP serves 45 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, SIERRA MANAGEMENT GROUP offers financial planning and portfolio management for individuals. View all service details ↓
SIERRA MANAGEMENT GROUP manages $127 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, SIERRA MANAGEMENT GROUP 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: 71.89%
Average Client Assets: $2.0 million
Total Client Accounts: 264
Discretionary Accounts: 264
Regulatory Filings
CRD Number: 307227
Filing ID: 2098349
Last Filing Date: 2026-04-24 11:02:55