9AT: SIERRAN ASSET MANAGEMENT

SIERRAN ASSET MANAGEMENT

other names

SIERRAN ASSET MANAGEMENT
JASON LIANG

Adviser Profile

Registration status

Terminated

As of Date	12/12/2023
Adviser Type - Internet adviser
Number of Employees	1
of those in investment advisory functions	1

AUM^*	0
of that, discretionary
Private Fund GAV^*	0
SMA’s	No
Private Funds	0
Contact Info	617 xxxxxxx
Websites

Client Types

Advisory Activities

- Financial planning services

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1

2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Sierran Asset Management has been in business since December 15, 2021. Sierran Asset Management is organized as a sole proprietorship, with Jason Liang as the sole proprietor and principal owner. Sierran Asset Management is an internet investment advisor. We provide investment advice to our clients through an interactive website, which uses computer software-based models to provide investment advice based on personal information each client submits through the website. We provide investment advice to our clients (excepting fewer than 15 clients through other means during the previous 12 months) exclusively through the interactive website. We provide general financial planning advice related to asset allocation and limit the investments we advise on to stocks and bonds. We tailor our advisory services to the individual needs of clients by considering their risk tolerance and time horizons. If clients wish to impose restrictions

on investing in certain securities or types of securities, we take those restrictions into account when providing our recommendations. These preferences and facts will be taken into account when clients complete the ~15-question survey on our website, which asks about the amount and breakdown of their financial assets and liabilities, cash flow, risk tolerance, time horizon, and investment restrictions. This survey will be used to algorithmically generate an asset allocation recommendation, which provides a breakdown of what percentage of the client’s assets should be invested into certain classes of securities, including high-yield bonds, US Government bonds, growth stocks, and value stocks. We do not provide portfolio management services or participate in wrap fee programs. We do not manage client assets, either on a discretionary or on a non-discretionary basis. As of January 1, 2023, we manage $0 in client assets.