Unclaimed Profile

James Grant Mcguire

SIERRA INVESTMENT PARTNERS, INC.·WALNUT CREEK, California

Clean recordSIERRA INVESTMENT PARTNERS, INC.

101 YGNACIO VALLY ROAD, WALNUT CREEK, CA 94596-4061CRD# 4387948Firm CRD# 110954

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Grant Mcguire · WALNUT CREEK, CA

Registration

CRD #4387948 · SIERRA INVESTMENT PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Grant Mcguire is a registered financial advisor based in WALNUT CREEK, California, affiliated with SIERRA INVESTMENT PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SIERRA INVESTMENT PARTNERS, INC.

AUM

$5.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SIERRA INVESTMENT PARTNERS, INC. →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4387948

Firm CRD# 110954

View on FINRA BrokerCheck →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Grant Mcguire offer?

James Grant Mcguire specializes in Wealth Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.

What are James Grant Mcguire's credentials?

James Grant Mcguire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Grant Mcguire located?

James Grant Mcguire is based in WALNUT CREEK, California, working with SIERRA INVESTMENT PARTNERS, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does James Grant Mcguire charge for services?

James Grant Mcguire'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 PARTNERS, INC.?

SIERRA INVESTMENT PARTNERS, INC. has approximately 9 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →