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Home > Retirement Planners > california > pasadena > STERLING FINANCIAL GROUP, INC.
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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