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SIERRA MANAGEMENT GROUP
D&A ADVISORS, LLC
CRD 307227 · SEC 801-135874
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $31.6M |
| High net worth individuals | 45 | $91.4M |
| Corporations/business entities | 6 | $4.1M |
All web addresses on file
Official SEC filing: View on IAPD