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).

Current Firm Details
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405
http://sierrainvestment.com
By the Numbers
  • Total Assets Under Management
    388
    MILLION
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $431,237
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV, PA, TX, WA

Financial Advisors at Sierra Investment Management Inc.
Showing 11 - 11 of 11 top financial advisors.
11
Sebastian Schug, financial advisor Santa Monica CA
Sebastian R. Schug
CRD#: 7621006
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Sebastian Schug (CRD# 7621006) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has 1 year of experience in the finance industry.

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