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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-18-2003
- Office Locations
- 1
Office Locations
About Sierra Shore Financial
Sierra Shore Financial is a Pismo Beach, CA–based RIA led by Edward Hollett (25+ years). The firm focuses on individual financial planning and employee benefit programs for small to mid-size businesses, including retirement plans, risk management/insurance, estate and business planning. Investment implementation includes stocks, bonds, mutual funds and separately managed accounts; securities are offered through Independent Financial Group (IFG).
Team overview
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EDWARD ALAN HOLLETT
Investment Advisor Representative
- CRD
- #726835
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,400,000 | -- |
| Total | $6,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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