$29.3M Total AUM
$29.3M Disc. AUM
-- 3Y CAGR
1 Employees
278 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-20-2014
- Office Locations
- 1
Office Locations
17777 Center Court Drive North, Suite 600 Cerritos CA
About Sierra Madre Partners LLC
Sierra Madre Partners, LLC is a California-registered RIA providing asset management and portfolio construction for retail clients, with a stated focus on entrepreneurs. Portfolios are implemented primarily with ETFs and mutual funds, with exposure themes including fixed income and real estate. The firm custodies with Charles Schwab and Interactive Brokers and is owner-led (founded 2014).
Team overview
-- AVG AGE
$29.3M AVG AUM / ADVISOR
$105.3K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN HYO DONG KIM
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #4724325
- 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 | $29,266,178 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,266,178 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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