Sierra Ridge Advisor Group
Financial Services • 
Roseville, California, United States • 11-20 Employees
Company overview
| Headquarters | 915 Highland Point Dr., Suite 150, Roseville, CA 95678, US |
| Phone number | +19168912557 |
| Websites | |
| NAICS | 52 |
| SIC | 874 |
| Founded | 2018 |
| Employees | 11-20 |
| Socials |
Key Contacts at Sierra Ridge Advisor Group
James Slaughter
President & Founder
Giancarlo Foti
President & Co-Founder
Sierra Ridge Advisor Group Email Formats
Sierra Ridge Advisor Group uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@sierraridgewealth.com), used 58.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sierraridgewealth.com | 58.3% |
{first name}{last name} | johndoe@sierraridgewealth.com | 41.7% |
About Sierra Ridge Advisor Group
Sierra Ridge Advisor Group was built around a service first culture - we take care of our Advisors so that they can take care of their clients. Sierra Ridge Advisor Group delivers a fully-integrated platform designed to power the independent Financial Advisor by offering a wide range of services, from state-of-the-art technology to administrative support, compliance, investment management, operations, practice management and marketing/branding support. Our goal is to be the partner of choice for growth-orientated Advisors. We share your driven, goal-oriented mindset, and all of our focus is committed to helping you achieve your goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Sierra Ridge Advisor Group revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Sierra Ridge Advisor Group has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Sierra Ridge Advisor Group has never raised funding before.
India
United Kingdom
Australia
FranceFrequently asked questions
4.8
40,000 users
