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 SEC-registered since 1999. Ownership is individual, and the firm serves both individual and family clients as well as institutional relationships. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Primary advisory services are financial planning and portfolio management for individuals and small businesses. The firm is not positioned as a multi-state adviser or a dedicated capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1DONALD DEBERNARDI
PrincipalCRD 4929196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$314M in ETFs
96%
$302M
2%
$12.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $99.4M | 309,975 | 31.63% |
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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