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Building 2THE STERLING GROUP

Map pinPASADENA, CA
Phone626-440-5995
NotebookSEC #801-77006
Total AUM
$471.3M
Employees
9
Clients
281

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 S. LAKE AVENUE
SUITE 1075
PASADENA
CA 91101
United States
Operating Hours
8:00AM - 5:00PM
MONDAY-THURSDAY 8:00-5:00 FRIDAY 8:00-2:00
Phone
626-440-5995

ReceiptFinancials

Total AUM
$471.3M
Accounts
876
Discretionary
$471.3M
Accounts
876
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
132
AUM
$52.7M
HNW Individual Clients
149
AUM
$418.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAORTNVAWA

HandshakeAffiliates

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

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