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SIERRA INVESTMENT PARTNERS, INC.
CRD 110954 · SEC 801-48848
101 YGNACIO VALLEY ROAD, SUITE 300, WALNUT CREEK, CA, 94596-4061, United States
Phone
925-941-6300
Fax
925-941-6302
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.50B
Discretionary AUM
$5.50B
Team
9 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 120 | $5.50B |
All web addresses on file
Official SEC filing: View on IAPD