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SIERRA FINANCIAL MANAGEMENT CORPORATION
SIERRA FINANCIAL MANAGEMENT CORPORATION
WELLESLEY, Massachusetts
·
2 registered advisors
·
CRD# 138696
SEC# 801-72017
781-237-0720
01
Firm Overview
AUM
$37M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at SIERRA FINANCIAL MANAGEMENT CORPORATION
2 registered advisors
David Neal Leggett
WELLESLEY, Massachusetts
CRD# 5337887
Kimberly Louree Leggett
WELLESLEY, Massachusetts
CRD# 5340071
05
Office Locations
WELLESLEY, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. SIERRA FINANCIAL MANAGEMENT CORPORATION (CRD# 138696) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.