Sierra Summit Advisors LLC

Sierra Summit Advisors LLC (CRD# 328151) is a financial advisory firm headquartered in , . They manage $425,000,000 in 276 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.sierrasummitadvisors.com
By the Numbers
  • Total Assets Under Management
    425
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $1,539,855
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, NV, TX

Financial Advisors at Sierra Summit Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alexander Saf, financial advisor Incline Village NV
Alexander J. Saf
CRD#: 7706868
Incline Village, NV

Alexander Saf (CRD# 7706868) is an Investment Advisor Representative working at Sierra Summit Advisors LLC in Incline Village, NV and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals