CRD: 125451
Sierra Financial Planning & Asset Management
$25.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-2003
- Office Locations
- 1
Office Locations
1380 Lead Hill Blvd. Suite 106 Roseville CA
About Sierra Financial Planning & Asset Management
Sierra Financial Planning & Asset Management is a fee-only, no-commission RIA (California) providing comprehensive financial planning and asset management. Led by owner Jack Johnson (CFP®, CPA), the firm delivers independent, product-agnostic advice and constructs portfolios with a strong ETF orientation, typically custodied at Charles Schwab.
Team overview
-- AVG AGE
$25.6M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
23.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JACK IRVING JOHNSON
Investment Advisor, PRINCIPAL
- CRD
- #4636720
- Ownership
- 75% or more
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 | $25,594,382 | -- |
| Total | $25,594,382 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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