SAM ADVISORS, LLC

SIERRA ASSET MANAGEMENT
OAKHURST, California·2 registered advisors·CRD# 108685
SEC# 801-567230559-658-5193
01

Firm Overview

AUM
$334M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAM ADVISORS, LLC

2 registered advisors
Alan Richard Graas
OAKHURST, California
Donald Anthony Debernardi
OAKHURST, California
05

Office Locations

OAKHURST, California
2 advisors

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Data sourced from SEC Form ADV filings. SAM ADVISORS, LLC (CRD# 108685) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.