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SIERRA FINANCIAL ADVISORY
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$126.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 120.5M |
| Non-Discretionary | 5.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 130934 |
| SEC Number | 801-117220 |
| Phone | 530-470-8939 |
| Fax | 530-470-8749 |
| Total Employees | 2 |
| Business Types | insurance_broker |
Client Count by Type (167 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 128 |
| High Net Worth Individual… | 39 |
County data not available for this organization.