S
CRD: 141044
Sierra Financial Advisors, LLC
$75.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
360 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2006
- Office Locations
- 1
Office Locations
145 N. Franklin Turnpike Suite 303 Ramsey NJ
About Sierra Financial Advisors, LLC
Sierra Financial Advisors, LLC is a Ramsey, NJ retail RIA providing financial planning, tax and estate planning, insurance guidance, and investment planning focused on asset allocation and risk management. Portfolios lean heavily on ETFs alongside U.S. government and investment-grade corporate bonds and cash. Custodies with Fidelity/NFS.
Team overview
62 AVG AGE
$75.1M AVG AUM / ADVISOR
$208.7K AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID FRANCIS SCHEIDEL
--
- CRD
- #2925141
- Ownership
- 50% but less than 75%
Available
Available
Available
T
TIMOTHY J. SULLIVAN
Partner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $75,128,151 | -- |
| Total | $75,128,151 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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