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Building 2STERLING WOOD FINANCIAL LLC

Map pinSAN MATEO, CA
Phone650-372-0780
NotebookSEC #801-56243
Total AUM
$55M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
161 WEST 25TH AVENUE, SUITE 204
SAN MATEO
CA 94403
USA
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
650-372-0780

ReceiptFinancials

Total AUM
$55M
Accounts
247
Discretionary
$55M
Accounts
247
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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