Overview
Assets Under Management: $395 million
Headquarters: RIPON, CA
High-Net-Worth Clients: 64
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.77
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 507
Discretionary Accounts: 446
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 313829
Last Filing Date: 2024-04-16 00:00:00
Website: https://sierraocean.com