Sierra Investment Management:
A Leading Santa Monica, CA Independent Advisor

Recently Released!!!
Date Published: November 29, 2022
Summary PowerPoint Deck: 41 Slides
Reference PowerPoint Deck: 41 Slides

Sierra Investment Management was founded by David Wright & Ken Sleeper in 1987. Sierra Investment Management is based in Santa Monica, CA. Sierra Investment Management has one office & $9.6 billion assets under management & administration. Sierra Investment Management is led by its CEO Skip Schweiss & Chief Operating Officer Kristine Stromeyer. Sierra Investment Management is privately owned. Its web sites can be found at &

This research addresses the key historical phases of Sierra Investment Management, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the Sierra Investment Management, including its number of offices, employees, clients, accounts, average account size, assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:
  • Ocean Park Asset Management
  • Sierra Mutual Funds

And its profile concludes with the highlights of its organizational structure & ownership.

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