SIERRA SHORE FINANCIAL

SIERRA SHORE FINANCIAL of PISMO BEACH, CA is an SEC-registered investment adviser (CRD 126811). Regulatory assets under management: $6.4M.

Registration

• CRD: 126811
• Type: Registered investment adviser
• Location: 500 CYPRESS ST., PISMO BEACH, CA, 93449
• Phone: 805-295-6369
• Latest filing: 2026-03-16
• Regulatory AUM: $6.4M
• Non-discretionary AUM: $6.4M
• Clients: 2
• Accounts: 74

Business model

Compensation: % of AUM, Hourly, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126811 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search