Insights

Stable Financial Profile With an annual revenue ranging between 25 and 50 million dollars, Sierra Investment Management demonstrates a solid financial foundation, indicating potential capacity for expanded partnerships and increased investment opportunities.

Leadership Expansion Recent high-profile hires of key investment personnel, including a Chief Investment Officer and a Chief Investment Strategist, suggest a strategic emphasis on risk mitigation and tactical investment strategies, opening avenues to sell complementary risk management solutions.

Market Recognition Being recognized as a top US independent registered adviser enhances Sierra’s credibility and suggests they are a recognized player in the investment management space, making them a valuable target for advanced financial tools and technology offerings.

Technology Adoption Utilization of tools like Hotjar, Cloudflare Bot Management, and sophisticated web infrastructure indicates a mature digital presence, offering opportunities for cybersecurity, analytics, and customer engagement solutions tailored to financial services.

Client Focus and Expertise Dedicated to capital preservation and moderate returns with a rules-based investment process, Sierra targets risk-sensitive investors, presenting opportunities for customized financial products, compliance solutions, and portfolio management technologies aligned with their value proposition.

Sierra Investment Management Tech Stack

Sierra Investment Management uses 8 technology products and services including Hotjar, RSS, Swiper, and more. Explore Sierra Investment Management's tech stack below.

  • Hotjar
    Analytics
  • RSS
    Content Management System
  • Swiper
    Javascript Libraries
  • Google Maps
    Maps
  • Pardot
    Marketing
  • HSTS
    Security
  • Cloudflare Bot Management
    Security
  • Microsoft IIS
    Web Servers

Media & News

Sierra Investment Management's Email Address Formats

Sierra Investment Management uses at least 1 format(s):
Sierra Investment Management Email FormatsExamplePercentage
First.Last@sierrainvestment.comJohn.Doe@sierrainvestment.com
45%
First@sierrainvestment.comJohn@sierrainvestment.com
32%
Last@sierrainvestment.comDoe@sierrainvestment.com
22%
First.Middle@sierrainvestment.comJohn.Michael@sierrainvestment.com
1%

Frequently Asked Questions

Where is Sierra Investment Management's headquarters located?

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Sierra Investment Management's main headquarters is located at 3420 Ocean Park Boulevard, Suite 3060. The company has employees across 2 continents, including North AmericaEurope.

What is Sierra Investment Management's phone number?

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You can contact Sierra Investment Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sierra Investment Management's official website and social media links?

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Sierra Investment Management's official website is sierrainvestment.com and has social profiles on LinkedIn.

What is Sierra Investment Management's SIC code NAICS code?

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Sierra Investment Management's SIC code is 5941 - Sporting Goods Stores and Bicycle Shops NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sierra Investment Management have currently?

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As of December 2025, Sierra Investment Management has approximately 51 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: S. S.Ceo: 이.Chief Investment Officer: J. A.. Explore Sierra Investment Management's employee directory with LeadIQ.

What industry does Sierra Investment Management belong to?

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Sierra Investment Management operates in the Investment Management industry.

What technology does Sierra Investment Management use?

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Sierra Investment Management's tech stack includes HotjarRSSSwiperGoogle MapsPardotHSTSCloudflare Bot ManagementMicrosoft IIS.

What is Sierra Investment Management's email format?

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Sierra Investment Management's email format typically follows the pattern of First.Last@sierrainvestment.com. Find more Sierra Investment Management email formats with LeadIQ.

When was Sierra Investment Management founded?

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Sierra Investment Management was founded in 1992.

Sierra Investment Management

Investment ManagementCalifornia, United States51-200 Employees

We focus on serving the needs of investors whose primary objective is to preserve capital and achieve a moderate return on their investment. Through the years, we have remained committed to our tactical, rules-based investment process. Using decades of strategic research and our rules-based disciplines, we strive to provide solutions that might complement investment portfolios, and strive to help advisors and their clients meet their investment goals.

Let us help you find the solution that is right for your investment goals.

Sierra Investment Management does not approve or endorse any third-party communications posted on LinkedIn.

Sierra Investment Management, LLC (“Sierra”) is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Sierra Investment Management’s, please call (844) 727-1813 or refer to the Investment Adviser Public Disclosure website (adviserinfo.sec.gov).

Section iconCompany Overview

Headquarters
3420 Ocean Park Boulevard, Suite 3060
Phone number
SIC Code
5941 - Sporting Goods Stores and Bicycle Shops
NAICS Code
5239 - Other Financial Investment Activities
Founded
1992
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Sierra Investment Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Sierra Investment Management's revenue is estimated to be in the range of $25M$50M

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