SIERRA FINANCIAL MANAGEMENT CORPORATION
CRD #138696 SEC #801-72017 WELLESLEY, MA 781-237-0720
SEC Registered
Total AUM
$32M
Discretionary
$32M
Employees
1
Clients
0
Accounts
30
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $37M | $37M | $0 | 1 | 26 |
| Mar 2012 | $32M | $32M | $0 | 1 | 26 |
| Apr 2011 | $30.5M | $30.5M | $0 | 5 | -- |
DateMay 2012
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees5
Clients--