Sierra Capital Review

Trust Score 93%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Sierra Capital, federally registered in 2000, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Sierra Capital manages $853.2 million and provides investment advisory services for 59 clients (1:20 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $5,000,000
Average Client Balance $14,460,252
Hybrid Advisor No
Disciplinary History No
Total AUM $853.2 million
Advisor / Client Ratio 1:20
Headquarters New York, NY
SEC Filings Forms and Brochures    (CRD # 110129)
State(s) Registered CA, NY

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