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Annalisa Donati

SIERRA INVESTMENT MANAGEMENT, LLC·SANTA MONICA, California
Unclaimed Profile
3420 OCEAN PARK BLVD, STE 3060, SANTA MONICA, CA 90405CRD# 7993112Firm CRD# 106615
01

About

Annalisa Donati is a registered financial advisor based in SANTA MONICA, California, affiliated with SIERRA INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SIERRA INVESTMENT MANAGEMENT, LLC
SIERRA INVESTMENT MANAGEMENT, LLC
AUM
$388M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at SIERRA INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7993112
Firm CRD# 106615
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Annalisa Donati offer?
Annalisa Donati specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA MONICA, California for a consultation.
What are Annalisa Donati's credentials?
Annalisa Donati is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Annalisa Donati located?
Annalisa Donati is based in SANTA MONICA, California, working with SIERRA INVESTMENT MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Annalisa Donati charge for services?
Annalisa Donati's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIERRA INVESTMENT MANAGEMENT, LLC?
SIERRA INVESTMENT MANAGEMENT, LLC has approximately 31 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANTA MONICA
Jeffrey Miller — ALIGN IMPACT, LLCEs Purandar Das — LANDMARK BANYAN REAL ESTATE ADVISORS LLCTheresa Frances Spath — SIERRA INVESTMENT MANAGEMENT INCAdam Grosser — UP PARTNERS MANAGEMENT COMPANY, LLCRonald Dennis Cordes — ALIGN IMPACT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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