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SIERRA SUMMIT ADVISORS LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$637.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 634.8M |
| Non-Discretionary | 2.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 328151 |
| SEC Number | 801-128786 |
| Phone | 847-652-5070 |
| Total Employees | 7 |
Client Count by Type (129 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 115 |
| Pension/Profit Sharing Pl… | 7 |
| Charitable Organizations | 7 |
County data not available for this organization.