← Back to searchVisit website
SIERRA ASSET MANAGEMENT
SAM ADVISORS, LLC
CRD 108685 · SEC 801-56723
40312 JUNCTION DRIVE, OAKHURST, CA, 93644-8783, United States
Phone
559-658-5193
Fax
559-658-6193
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$462.3M
Discretionary AUM
$455.8M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 738 | $139.9M |
| High net worth individuals | 111 | $260.6M |
| Pension/profit sharing plans | 25 | $48.8M |
| Charitable organizations | 7 | $5.6M |
| Corporations/business entities | 9 | $7.4M |
States served
AZ, CA, ID, LA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD