Sierra Hotel Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 332672
- Website
- sierrahotelfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals67.57%
- HNWI32.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sierra Hotel Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves mainly individual and family clients and operates as a capital allocator, offering portfolio management and financial planning alongside pension consulting and the selection of outside advisers. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The firm is not flagged as an active ESG investor and, per the snapshot, is not designated as a multi-state adviser.
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
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Contacts
2 of 2
Joseph Turkal
Managing MemberCRD 7717149
Spencer Turkal
Financial AdvisorCRD 7484280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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