Sierra Asset Management
Firm details
- Headquarters
- Oakhurst, California
- CRD number
- 108685
- Registered since
- July 28, 1999
- Website
- www.sierraam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.37%
- Individuals30.26%
- Pension & Profit Sharing Plans10.55%
- Corporations / Businesses1.61%
- Charitable Organizations1.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sierra Asset Management is an independent registered investment adviser organized as an LLC and operating since 1999. The firm is owner-operated and serves both individual/family clients and institutional mandates. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Sierra does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Donald Debernardi
PrincipalCRD 4929196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$359M in ETFs
96%
$343M
3%
$15.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $117M | 315,641 | 32.52% |
Location
Oakhurst, CA
Madera
Location
Oakhurst, CA
Headquartered in Oakhurst, CA, anchoring the Fresno-Madera-Hanford, CA metro in the West.
- Metro area
- Fresno-Madera-Hanford, CA
- Region
- West
- County
- Madera
- Address
- 40312 Junction Dr
- Time zone
- PT (UTC-8)
- Office locations
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