SIERRA FINANCIAL MANAGEMENT CO.

SIERRA FINANCIAL MANAGEMENT CO. is an SEC-registered investment adviser (CRD 136795). Regulatory assets under management: $12.2M.

Registration

• CRD: 136795
• Type: Registered investment adviser
• Phone: 916-591-0055
• Latest filing: 2026-03-30
• Regulatory AUM: $12.2M
• Discretionary AUM: $12.2M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136795 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search