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SISTO INVESTMENT ADVISORY, LLC
CRD 284949
970 RESERVE DRIVE, SUITE 204, ROSEVILLE, CA, 95678, United States
Phone
(916) 724-1693
Fax
(916) 724-1721
Registration
— (—)
Source
State registered
Total AUM
$54.6M
Discretionary AUM
$54.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $10.0M |
| High net worth individuals | 15 | $30.4M |
| Pension/profit sharing plans | 7 | $11.7M |
| Corporations/business entities | 2 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD