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SAM ADVISORS, LLC

Doing business as SIERRA ASSET MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$462,261,459
Discretionary
$455,817,061
Non-discretionary
$6,444,398

Firm details

CRD number
108685
SEC file number
801-56723
Main office
OAKHURST, CA, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.