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Sierra Asset Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Sierra Asset Management (SAM) is a financial services firm focused on portfolio management and financial planning. Established in 1999, the company positions itself as a fiduciary that is independently owned and operated by experienced portfolio managers, offering tailored guidance to individuals, businesses, and organizations in the Fresno and Central California region. With a commitment to active portfolio oversight, SAM emphasizes goal setting, ongoing monitoring, and regular rebalancing to align investments with clients’ objectives, supported by personalized attention and quarterly performance reporting. The firm operates as a registered investment adviser with a nationwide reach through its client services portal, providing 24/7 online access to portfolios and the option for consultants to meet with clients by appointment, without selling products or earning commissions.

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
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    K. S.
    Office Administrator
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Sierra Asset Management known for?

Minus sign iconPlus sign iconSierra Asset Management was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-559-658-****
. Explore Sierra Asset Management's company overview page for more information.

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

Minus sign iconPlus sign iconSierra 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?

Minus sign iconPlus sign iconSierra Asset Management has approximately 4 employees as of July 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 July 2026, Sierra Asset Management's key employees include:

  • Office Administrator: K. S.

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