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Building 2STERLING FINANCIAL GROUP, INC.

Map pinPASADENA, CA
Phone(626) 440-9192
NotebookSEC #801-114827
Total AUM
$16.1M
Employees
7
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 S. LAKE AVENUE
SUITE 500
PASADENA
CA 91101
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(626) 440-9192

ReceiptFinancials

Total AUM
$16.1M
Accounts
57
Discretionary
$16.1M
Accounts
55
Non-Discretionary
$32.1K
Accounts
2

ContactClients

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Individual Clients
32
AUM
$3.8M
HNW Individual Clients
25
AUM
$12.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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