SIERRA INVESTMENT MANAGEMENT, LLC

SANTA MONICA, California·3 registered advisors·CRD# 106615

SEC# 801-429540310-452-1887

01

Firm Overview

AUM

$388M

Regulatory assets under management

Employees

31

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Other

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at SIERRA INVESTMENT MANAGEMENT, LLC

3 registered advisors

Annalisa Donati

SANTA MONICA, California

Phyllis Joy Bunzel

SANTA MONICA, California

Theresa Frances Spath

SANTA MONICA, California

05

Office Locations

SANTA MONICA, California

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Data sourced from SEC Form ADV filings. SIERRA INVESTMENT MANAGEMENT, LLC (CRD# 106615) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.