RIA Intel›Advisers›Massachusetts›SIERRA FINANCIAL MANAGEMENT CORPORATION

SIERRA FINANCIAL MANAGEMENT CORPORATION

Advisory

N·WELLESLEY, MA

Data as of May 25, 2012 · Source: SEC Form ADV

Total AUM
$37M
1-Year AUM Growth
+21.3%
3-Year CAGR
+1.1%
Employees
0
Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record3
First FilingApr 21, 2011
Latest FilingMay 25, 2012
🔒 Full AUM trend chart and 3 historical filings spanning 1+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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