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SIERRA FINANCIAL ADVISORS, LLC
CRD 141044
145 N. FRANKLIN TURNPIKE, SUITE 303, RAMSEY, NJ, 07446, United States
Phone
201-236-2226
Fax
201-236-2227
Registration
— (—)
Source
State registered
Total AUM
$75.1M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 180 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $75.1M |
All web addresses on file
Official SEC filing: View on IAPD