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Building 2STIRLINGSHIRE INVESTMENTS

Map pinNEW YORK, NY
Phone877-600-7026
NotebookSEC #801-128665
Total AUM
$179.8M
Employees
29
Clients
760

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 W 38TH ST.
#704
NEW YORK
NY 10018
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
877-600-7026
Other Offices
22

ReceiptFinancials

Total AUM
$179.8M
Accounts
1,135
Discretionary
$179.8M
Accounts
1,135
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
190
AUM
$45M
HNW Individual Clients
570
AUM
$134.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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