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Alexander J Saf

Sierra Summit Advisors LLC

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About Alexander J Saf

Alexander Saf is a financial advisor at Sierra Summit Advisors LLC. Alexander is a Chartered Financial Analyst, and has over 6 years of experience in the financial services industry. Alexander specializes in providing financial planning and portfolio management services to individuals, families, and charitable organizations. Alexander has a proven track record of helping clients achieve their financial goals.

Firm Information

Alexander Saf is currently registered with Sierra Summit Advisors LLC. Sierra Summit Advisors LLC is an investment advisor registered with the SEC. The firm has 3 investment advisory functions and 2 adviser reps for other investment advisers. They advise individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $425 million in assets and provides financial planning and selection of other advisors services.

$425.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Saf’s Registration & Firm History

NV

03/05/2024 - Present

Sierra Summit Advisors LLC (INCLINE VILLAGE NV)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander J Saf.
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