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STEARNS FINANCIAL GROUP
GREENSBORO, NC
336-230-1811
SEC #801-39328Total AUM
$1.4B
Employees
30Clients
659Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
324 W WENDOVER AVENUE
SUITE 204
GREENSBORO
NC 27408
United States
SUITE 204
GREENSBORO
NC 27408
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
336-230-1811
Other Offices
1
Financials
Total AUM
$1.4B
Accounts
2,300Discretionary
$1.4B
Accounts
2,300Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
301AUM
$111.4M
HNW Individual Clients
345AUM
$1.2B
Pension/Profit Sharing Plan Clients
1AUM
$8.1M
Charitable Organization Clients
6AUM
$62.3M
Corporation or Business Clients
6AUM
$26.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLGALAMDNCNHNJNYPASCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.