Where are Sierra Asset Management's Headquarters?

Sierra Asset Management's Headquarters are in 40061 Hw 49 Suite 101,Oakhurst,California,United States

What is Sierra Asset Management's phone number?

Sierra Asset Management's phone number is +1 559-658-5193

What is Sierra Asset Management's official website?

Sierra Asset Management's official website is https://www.sierraam.com

What is Sierra Asset Management's Revenue?

Sierra Asset Management's revenue is $0 - 1M

What is Sierra Asset Management's NAICS code?

Sierra Asset Management's NAICS code is 523930

How many employees are working in Sierra Asset Management

Sierra Asset Management has 2 employees

What is Sierra Asset Management's Industry?

Sierra Asset Management is in the industry of Financial Services

Who is Sierra Asset Management's Owner?

Sierra Asset Management's Owner is Don Debernardi

Sierra Asset Management

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Description

Sierra Asset Management (SAM) was formed in 1999 to provide superior portfolio management and financial planning services to discerning individuals, businesses and organizations. Sierra Asset Management (SAM) is a fiduciary that is independently owned and operated by experienced, hands-on portfolio managers. - U.S. Securities and Exchange Registered Investment Advisor. - Serving the greater Fresno Area and all of Central California. - Over 30 years of professional portfolio management experience. - We help you develop attainable investment goals and objectives. - We actively manage, monitor and rebalance your portfolio. - Highly personalized and focused attention to every client portfolio. - We do not sell any products or receive commissions. - Personalized annual reviews with clients. - Comprehensive performance reports mailed on a quarterly basis. - 24/7 account access to your portfolio through our website: www.SierraAM.com. - Consultants are available by appointment to meet with you throughout the year.Sierra Asset Management strives to provide superior portfolio management and financial planning solutions for our clients. We assist our clients in prioritizing and quantifying their financial objectives; setting realistic expectations; and implementing a disciplined investment and savings strategy to achieve those objectives.
Headquarters:40061 Hw 49 Suite 101, Oakhurst, California, United States
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Phone Number: +1 559-658-5193
Website: https://www.sierraam.com
Employees:2
Revenue:$0 - 1M
Legal Name:Sierra Asset Management
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| NAICS Code: 523930 |
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Owner for Sierra Asset Management

Don Debernardi

Owner

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