SIERRA HOTEL FINANCIAL LLC

SIERRA HOTEL FINANCIAL LLC is an SEC-registered investment adviser (CRD 332672). Regulatory assets under management: $24.4M.

Registration

• CRD: 332672
• Type: Registered investment adviser
• Phone: 252-622-8293
• Latest filing: 2026-08-03
• Regulatory AUM: $24.4M
• Discretionary AUM: $23.2M
• Non-discretionary AUM: $1.2M
• Clients: 3
• Accounts: 201

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332672 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search