CRD: 284949
Sisto Investment Advisory, LLC
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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-04-2016
- Office Locations
- 1
Office Locations
About Sisto Investment Advisory, LLC
Sisto Investment Advisory, LLC is a Roseville, CA RIA providing investment advisory and proactive tax planning for business professionals and retirees. The firm emphasizes goal-based planning, asset allocation, and portfolio construction using public funds, including mutual funds and ETFs, with insurance planning support as needed. Client experience includes SmartVault portal access and Riskalyze risk profiling; custody includes Altruist.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK KRISTIAN SISTO
Managing Member, Principal
- CRD
- #4858624
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,575,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,575,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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