Sierra Hotel Financial LLC
RIAState Registered
Total AUM
$24.4M
Discretionary
$23.2M
95% of AUM
Avg account
$121K
Accounts
201
Employees
3
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 332672
- Website
- sierrahotelfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals67.57%
- HNWI32.43%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sierra Hotel Financial LLC is an independently owned registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and delivers fee-based advice through a mix of AUM-based and fixed-fee arrangements. Core services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities93%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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