Phyllis
Leibman
Sierra Investment Management Inc
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About this Advisor
Phyllis Leibman is a chartered financial consultant based out of Santa Monica, California with a total of 18 years of industry experience. Leibman is an advisor for Sierra Investment Management Inc. They have spent their complete time as a financial advisor at Sierra Investment Management Inc. Leibman maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in California. Sierra Investment Management Inc is a company that has its headquarters in Santa Monica, CA. It controls $416 million in assets across its 996 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 996 customer accounts, 24% are held by high-net-worth clients who have at least $1 million in assets. The company offers portfolio management for individuals and small businesses. Financial management fees depend on which service is provided. Fees billed by Sierra Investment Management Inc likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sierra Investment Management Inc Brokerage Details
$415,631,220
40
996
$417,300
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Phyllis Leibman Work History
Phyllis has been registered as a financial advisor for 18 years.*
Sierra Investment Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Phyllis Leibman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sierra Investment Management Inc
Santa Monica, CA
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Irvine, CA
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Santa Monica, CA
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