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Alan Richard Graas

SAM ADVISORS, LLC·OAKHURST, California
Clean recordSAM ADVISORS, LLC
40312 JUNCTION DRIVE, OAKHURST, CA 93644-8783CRD# 1034595Firm CRD# 108685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Richard Graas · OAKHURST, CA
Registration
CRD #1034595 · SAM ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alan Richard Graas is a registered financial advisor based in OAKHURST, California, affiliated with SAM ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SAM ADVISORS, LLC
SIERRA ASSET MANAGEMENT
AUM
$334M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SAM ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1034595
Firm CRD# 108685
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Richard Graas offer?
Alan Richard Graas specializes in Financial Planning, Investment Management. Contact their office in OAKHURST, California for a consultation.
What are Alan Richard Graas's credentials?
Alan Richard Graas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Richard Graas located?
Alan Richard Graas is based in OAKHURST, California, working with SAM ADVISORS, LLC. Their office serves clients in the OAKHURST metropolitan area and surrounding communities.
How does Alan Richard Graas charge for services?
Alan Richard Graas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAM ADVISORS, LLC?
SAM ADVISORS, LLC has approximately 3 employees and manages $334M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAM ADVISORS, LLC

Donald Anthony Debernardi
OAKHURST, CA

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Research
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