Sierra Investment Management Inc, based out of Santa Monica, CA, is a reputable investment advisory firm catering to a diverse clientele. With over 300 individual clients, they oversee an impressive $415,631,000 in assets under management. Specializing in employer 401Ks and individual investments, Sierra Investment Management Inc possesses extensive expertise in this sector.
The firm boasts a dedicated team of 40 employees, with 8 professionals solely focused on providing investment advisory services. Their compensation structure incorporates various types, including a percentage of assets under management and performance-based f...
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Assets Under Mgmt
$415.63M
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Portfolio management for individuals and/or small businesses
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