Sierra Summit Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 328151
- Registered since
- September 21, 2023
- Website
- sierrasummitadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.97%
- Charitable Organizations4.57%
- Corporations / Businesses2.46%
- Pension & Profit Sharing Plans2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sierra Summit Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual and institutional clients, operating as a capital allocator that selects outside managers in addition to running in-house portfolio management and financial planning services. Fee arrangements are based on a percentage of assets under management. Service lines reported include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. The firm does not characterize itself 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 Equities82%
- State & Local Bonds6%
- Cash & Cash Equivalents5%
- US Government Bonds3%
- Public Funds/Mutual Funds3%
Contacts
3 of 4
Chad Whiteley
PartnerCRD 7494781
Thomas Grooms
PartnerCRD 5588637
Alexander Saf
Portfolio ManagerCRD 7706868
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$23.9M in ETFs
100%
$23.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.8M | 5,070 | 15.82% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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