Sierra Investment Management Inc.
Sierra Investment Management Inc. (CRD# 106615) is a financial advisory firm headquartered in Santa Monica, CA. They manage $388,113,000 in 900 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management388MILLION
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Total Number of Accounts900ACCOUNTS
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Average Account Value$431,237
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, NV, PA, TX, WA
Colin Barber (CRD# 4238328) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 23 years of experience in the finance industry.
Jason Buck (CRD# 2420923) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 30 years of experience in the finance industry.
Michael Cramer (CRD# 6769239) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Irvine, CA and has over 6 years of experience in the finance industry.
Samar Farhangi (CRD# 5244270) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 15 years of experience in the finance industry.
Thomas Giardino (CRD# 3178454) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 24 years of experience in the finance industry.
Phyllis Leibman (CRD# 729605) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 33 years of experience in the finance industry.
Gira Patel (CRD# 4109493) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 8 years of experience in the finance industry.
Sean Pham (CRD# 5092586) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 18 years of experience in the finance industry.
William Phillips Iii (CRD# 3192254) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Highland Park, IL and has over 24 years of experience in the finance industry.
Gayatri Vyas (CRD# 4286408) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 16 years of experience in the finance industry.