RIA Intelligence

SIERRA OCEAN, LLC

CRD #313829 SEC #801-121123 RIPON, CA 209-232-7100
SEC Registered
Total AUM
$446.6M
Discretionary
$258M
Employees
7
Clients
51
Accounts
544

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 16, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
BURROW, JEFFREY, SCOTTIMANAGER AND CHIEF COMPLIANCE OFFICERE Control
SCHATZOW, MAX, LOUISICHIEF COMPLIANCE OFFICERE Control
SCHATZOW, MAX, LOUISICHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 16, 2025 REGISTERED

Notice Filings (2)

CA NJ

Address

521 N WILMA AVENUE
SUITE C
RIPON, CA 95366
United States
Phone: 209-232-7100