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SIERRA WEALTH GROUP, LLC
SIERRA WEALTH GROUP, LLC
BIGFORK, Montana
·
2 registered advisors
·
CRD# 151292
SEC# 801-126603
3
760-918-0304
01
Firm Overview
AUM
$133M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
Other: % OF PLAN ASSETS UNDER ADVISEMENT
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SIERRA WEALTH GROUP, LLC
2 registered advisors
Jeffrey Bruce Goldman
BIGFORK, Montana
CRD# 2110174
Todd Allyn Tessler
BIGFORK, Montana
CRD# 2940401
05
Office Locations
BIGFORK, Montana
2 advisors
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Data sourced from SEC Form ADV filings. SIERRA WEALTH GROUP, LLC (CRD# 151292) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.