SISTO INVESTMENT ADVISORY, LLC

SISTO INVESTMENT ADVISORY, LLC of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 284949). Regulatory assets under management: $54.6M.

Registration

• CRD: 284949
• Type: Registered investment adviser
• Location: 970 RESERVE DRIVE, ROSEVILLE, CA, 95678
• Phone: (916) 724-1693
• Latest filing: 2026-02-03
• Regulatory AUM: $54.6M
• Discretionary AUM: $54.6M
• Clients: 1
• Accounts: 151

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284949 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search