CRD: 130934
Sierra Financial Advisory
$144.9M Total AUM
$138.6M Disc. AUM
14.1% 3Y CAGR
2 Employees
173 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-13-2008
- Office Locations
- 1
Office Locations
-- Nevada City CA
About Sierra Financial Advisory
Sierra Financial Advisory is a Nevada City-based RIA. The firm has been operating for 18 years. Managing $144.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
-- AVG AGE
$72.5M AVG AUM / ADVISOR
$837.7K AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOSEPH TOMKIEWICZ
Chief Compliance Officer, President
- CRD
- #3162964
- Ownership
- 75% or more
Available
Available
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Michael Henry Tomkiewicz
PARTNER
- CRD
- #7192439
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,586,000 | $318,589 |
| Non-Discretionary | $6,344,000 | $288,364 |
| Total | $144,930,000 | $317,133 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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