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Sierra Asset Management
Oakhurst, California
5.0
1 Review
Sierra Asset Management, headquartered in Oakhurst, CA, is a reputable investment advisory firm with a strong track record. With over 620 individual clients and a remarkable $273,165,000 in assets under management, they provide comprehensive financial solutions to a diverse range of investors. As a small firm, Sierra Asset Management operates from a single office, enabling them to provide personalized attention and tailored investment strategies to each client.
Notably, Sierra Asset Management possesses extensive expertise in managing employer 401Ks and individual portfolios, with approximately half of their assets under manageme...see more
Assets Under Mgmt
$273.16M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Sierra Asset Management
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