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Building 2PER STIRLING CAPITAL MANAGEMENT, LLC

Map pinAUSTIN, TX
Phone512-628-2300
NotebookSEC #801-70707
Total AUM
$1.6B
Employees
30
Clients
1,102

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4800 BEE CAVES ROAD
AUSTIN
TX 78746
United States
Operating Hours
8AM - 4:30PM BY APPOINTMENT
Monday - Friday
Phone
512-628-2300
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
3,766
Discretionary
$1.6B
Accounts
3,766
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
603
AUM
$286.5M
HNW Individual Clients
471
AUM
$1.2B
Charitable Organization Clients
1
AUM
$2.5M
Corporation or Business Clients
27
AUM
$101.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROMOTER FEES

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
ARAZCACOFLGAILLAMNNCNJNMNYPASCTNTXVAWA

HandshakeAffiliates

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

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