Sierra Asset Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Sierra Asset Management (SAM) was formed in 1999 to provide superior portfolio management and financial planning services to discerning individuals, businesses and organizations. Sierra Asset Management (SAM) is a fiduciary that is independently owned and operated by experienced, hands-on portfolio managers.

 -   U.S. Securities and Exchange Registered Investment Advisor.
 -   Serving the greater Fresno Area and all of Central California.
 -   Over 30 years of professional portfolio management experience.
 -   We help you develop attainable investment goals and objectives.
 -   We actively manage, monitor and rebalance your portfolio.
 -   Highly personalized and focused attention to every client portfolio.
 -   We do not sell any products or receive commissions.
 -   Personalized annual reviews with clients.
 -   Comprehensive performance reports mailed on a quarterly basis.
 -   24/7 account access to your portfolio through our website: www.SierraAM.com.
 -   Consultants are available by appointment to meet with you throughout the year.

Sierra Asset Management strives to provide superior portfolio management and financial planning solutions for our clients. We assist our clients in prioritizing and quantifying their financial objectives; setting realistic expectations; and implementing a disciplined investment and savings strategy to achieve those objectives.

Find Sierra Asset Management employees' phone numbers or email addresses

Sierra Asset Management Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Sierra Asset Management's Leadership

  • Stylized image of a person
    K. S.
    Office Administrator
    Phone icon

Sierra Asset Management Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Sierra Asset Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. S.
    Office Administrator
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is Sierra Asset Management known for?

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Sierra Asset Management was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 40061 hw 49 Suite 101 Oakhurst, California 93644 United States; you can contact the main corporate office by phone at . Explore Sierra Asset Management's company overview page for more information.

What is Sierra Asset Management's most common email format?

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Sierra Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sierra Asset Management email formats with LeadIQ.

How many employees does Sierra Asset Management have currently?

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Sierra Asset Management has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Sierra Asset Management's key employees and leadership?

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As of February 2026, Sierra Asset Management's key employees include:

  • Office Administrator: K. S.

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