CRD: 106615
Sierra Investment Management, LLC
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-23-1992
- Office Locations
- 1
Office Locations
About Sierra Investment Management, LLC
Sierra Investment Management, LLC provides rules-based, tactical global multi-asset portfolio management designed to help limit downside risk and pursue long-term growth. Founded on disciplines established in 1987 by David C. Wright and Kenneth L. Sleeper, the investment team reviews buy/sell signals daily. Serves both retail and institutional clients, with access via the Charles Schwab client portal.
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Owner & Executives
Annalisa Donati
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
VANDA SARINA FREESMAN
CHIEF MARKETING OFFICER, Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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NATHAN HENRY BRUMMEL
Senior Advisor
- CRD
- #6617256
GIRA PATEL
Senior Advisor
- CRD
- #4109493
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $360,899,484 | $475,493 |
| Non-Discretionary | $0 | -- |
| Total | $360,899,484 | $475,493 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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