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SIERRA MANAGEMENT GROUP

D&A ADVISORS, LLC

CRD 307227 · SEC 801-135874

Visit website

5255 LONGLEY LANE, SUITE 101, RENO, NV, 89511-5200, United States

Phone

775-284-2552

Fax

775-348-8747

Registration

— (—)

Source

State registered

Total AUM

$127.1M

Discretionary AUM

$127.1M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-06-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals117$31.6M
High net worth individuals45$91.4M
Corporations/business entities6$4.1M

All web addresses on file

Official SEC filing: View on IAPD