SIERRA SUMMIT ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$780,800,000
Discretionary
$777,500,000
Non-discretionary
$3,300,000
Firm details
- CRD number
- 328151
- SEC file number
- 801-128786
- Employees
- 7
- SEC status
- Approved
- Website
- https://sierrasummitadvisors.com
- Fee structure
-
Percentage of AUM
As of October 2026.