SIERRA FINANCIAL ADVISORS, LLC
CRD #118915 SEC #801-61520 OVERLAND PARK, KS 913-327-1567
SEC Registered
Total AUM
$93.4M
Discretionary
$88.7M
Employees
5
Clients
51
Accounts
649
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2009 | $25.8M | $21.7M | $4.1M | 5 | -- |
| Mar 2007 | $93.4M | $88.7M | $4.7M | 5 | -- |
| Jan 2004 | $30M | $10M | $20M | 5 | -- |
DateMay 2009
Total AUM$25.8M
Discretionary$21.7M
Non-Disc.$4.1M
Employees5
Clients--
DateMar 2007
Total AUM$93.4M
Discretionary$88.7M
Non-Disc.$4.7M
Employees5
Clients--
DateJan 2004
Total AUM$30M
Discretionary$10M
Non-Disc.$20M
Employees5
Clients--