A complete list of active advisors currently associated with Sierra Hotel Financial LLC
Warmer can help you find a great advisor at Sierra Hotel Financial LLC or one who fits your needs even better.
Sierra Hotel Financial LLC is a two‑advisor registered investment adviser managing roughly $24 million for about 59 clients, serving individuals, high‑net‑worth individuals, and business entities. The firm provides discretionary asset management, ongoing financial planning and consulting, and retirement plan advisory services under ERISA as either a 3(21) adviser or a 3(38) investment manager. The firm offers both limited management using model portfolios and UMAs on the Altruist platform and a full discretionary management option that permits greater customization, including tax‑loss harvesting, direct indexing, and purchases of individual stocks and bonds; it also may appoint sub‑advisors to manage portions of client portfolios. Financial planning is delivered as a multi‑meeting process with periodic (typically quarterly) reviews and can be provided standalone or alongside portfolio management, with clients able to impose written investment restrictions. Noteworthy for a firm of this scale is the combination of ERISA 3(38) discretionary plan services and advanced portfolio features (direct indexing and tax‑loss harvesting) alongside a sub‑advisor model executed via a modern custody/platform relationship. Leadership blends recently registered and long‑tenured professionals, and the firm generally leaves proxy voting to clients unless assistance is requested.
To learn more about the advisors currently working at Sierra Hotel Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Triangle, VA
| 2
| |
North Olmstead, OH
| 3
|
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