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SIERRA INVESTMENT PARTNERS, INC.
SIERRA INVESTMENT PARTNERS, INC.
WALNUT CREEK, California
·
6 registered advisors
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CRD# 110954
SEC# 801-48848
2
925-941-6300
01
Firm Overview
AUM
$5.6B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Wealth Management
Fee-Only Advisory
04
Advisors at SIERRA INVESTMENT PARTNERS, INC.
6 registered advisors
Bruce Christopher Dereschuk
WALNUT CREEK, California
CRD# 4387827
Denise Suihkonen
WALNUT CREEK, California
CRD# 6278764
James Edward Anisi
WALNUT CREEK, California
CRD# 8024082
James Grant Mcguire
WALNUT CREEK, California
CRD# 4387948
John Francis Delissio
WALNUT CREEK, California
CRD# 4387941
Maria Efthymiou Dereschuk
WALNUT CREEK, California
CRD# 4387842
05
Office Locations
WALNUT CREEK, California
6 advisors
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Data sourced from SEC Form ADV filings. SIERRA INVESTMENT PARTNERS, INC. (CRD# 110954) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.