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Building 2STIRLING FINANCIAL GROUP

Map pinSAN DIEGO, CA
Phone619-435-1210
NotebookSEC #801-129771
Total AUM
$179.7M
Employees
2
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
402 WEST BROADWAY
SUITE 1100
SAN DIEGO
CA 92101
United States
Operating Hours
9 AM - 4:30 PM
Monday - Friday
Phone
619-435-1210
Other Offices
1

ReceiptFinancials

Total AUM
$179.7M
Accounts
475
Discretionary
$179.7M
Accounts
475
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
190
AUM
$41.1M
HNW Individual Clients
98
AUM
$129.6M
Pension/Profit Sharing Plan Clients
9
AUM
$6.6M
Charitable Organization Clients
1
AUM
$31.9K
Corporation or Business Clients
6
AUM
$2.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHTX

HandshakeAffiliates

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

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