Sierra Asset Management
Firm details
- Headquarters
- Oakhurst, California
- CRD number
- 108685
- Registered since
- July 28, 1999
- Website
- www.sierraam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.37%
- Individuals30.26%
- Pension & Profit Sharing Plans10.55%
- Corporations / Businesses1.61%
- Charitable Organizations1.21%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sierra Asset Management is an independent, SEC‑registered registered investment adviser formed in 1999 and organized as an LLC under individual ownership. The firm serves both individual and family clients and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. Sierra does not identify as an active ESG investor, is not a multi‑state adviser in its filings, and does not act as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
Donald Debernardi
PrincipalCRD 4929196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$359M in ETFs
96%
$343M
3%
$15.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $117M | 315,641 | 32.52% |
Location
Oakhurst, CA
Madera
Location
Oakhurst, CA
Headquartered in Oakhurst, CA, anchoring the Fresno-Madera-Hanford, CA metro in the West.
- Metro area
- Fresno-Madera-Hanford, CA
- Region
- West
- County
- Madera
- Address
- 40312 Junction Dr
- Time zone
- PT (UTC-8)
- Office locations
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