STERLING FINANCIAL GROUP, INC.

201 S. Lake Avenue
Suite 500
Pasadena, California 91101
Tel: (626) 440-9192

About STERLING FINANCIAL GROUP, INC.

STERLING FINANCIAL GROUP, INC, formally registered with the SEC as STERLING FINANCIAL GROUP, INC. The firm was established in 02/22/2019. They have over 1 offices throughout the country.

STERLING FINANCIAL GROUP, INC. is a Pasadena, California based Financial Planning firm with nearly $321,957,763 assets under management, offering retirement planning & investment advisory services to 551 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300327
SEC#	801-114827
Assets Managed by Firm	$321,957,763
No. of Clients	551
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	551	$321,957,763
Individuals (other than high net worth individuals)	129	$52,849,947
High net worth individuals	58	$268,951,579
Pension and profit sharing plans	1	$14,243
Corporations or other businesses	1	$141,994

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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