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Sam Advisors, LLC

● SEC registered since 1999CRD 108685SEC# 801-56723Oakhurst, CA
Export (members)
Reg. AUM
$385.4M
Employees
3
Accounts
1,650
Location
Oakhurst, CA

Sam Advisors, LLC assets under management

Sam Advisors, LLC is an investment advisory firm registered with the SEC based in Oakhurst, CA. The firm has been registered since 1999. It reports $385.4 million in regulatory assets under management and employs 3 people.
www.facebook.com/sierraassetmanagementView on SEC.gov ↗

Sam Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Donald Anthony Debernardi ControlLlc Managing Member, President & Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Sam Advisors, LLC manage?

Sam Advisors, LLC reports $385.4 million in regulatory assets under management on its Form ADV.

How many employees does Sam Advisors, LLC have?

Sam Advisors, LLC reports 3 employees.

Where is Sam Advisors, LLC located?

Sam Advisors, LLC is based in Oakhurst, CA and has been SEC-registered since 1999.

Does Sam Advisors, LLC disclose fund performance?

Sam Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40312 Junction Drive, Oakhurst, CA 93644-8783
Phone559-658-5193
Fax559-658-6193
Office hoursMtwth 7:00a.m. - 4:00p.m. Friday 7:00a.m. - 1:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1600944
Discloses disciplinary historyNo

Assets under management

Discretionary$378.2M
Non-discretionary$7.3M
Total (RAUM)$385.4M