This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-08-2020
- Office Locations
- 1
Office Locations
About Sierra Management Group
Sierra Management Group is a Reno, NV wealth manager providing personalized, holistic financial planning and investment management aligned to client goals and risk tolerance. The firm supports individuals and organizations with estate, trust, and retirement planning, plus tax consulting and in-house preparation of federal and state returns (including for partnerships, corporations, trusts, and estates).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
ANTHONY LUCAS OZUNA
CO-CEO, Wealth Manager
- CRD
- #7222427
- Ownership
- 50% but less than 75%
DANIEL E CARTER
Chief Compliance Officer, CO-CEO, Wealth Manager
- CRD
- #7222426
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,071,586 | $481,332 |
| Non-Discretionary | $0 | -- |
| Total | $127,071,586 | $481,332 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing