THE STERLING GROUP

225 S. Lake Avenue
Suite 1075
Pasadena, California 91101
Tel: 626-440-5995

About THE STERLING GROUP

THE STERLING GROUP, formally registered with the SEC as THE STERLING GROUP. The firm was established in 08/10/2012. They have over 1 offices throughout the country.

THE STERLING GROUP is a Pasadena, California based Financial Planning firm with nearly $342,744,463 assets under management, offering retirement planning & investment advisory services to 759 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111782
SEC#	801-77006
Assets Managed by Firm	$342,744,463
No. of Clients	759
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	759	$342,744,463
Individuals (other than high net worth individuals)	119	$40,763,440
High net worth individuals	143	$294,297,366
Pension and profit sharing plans	Fewer than 5 clients	$6,953,837
Charitable organizations	Fewer than 5 clients	$729,820

More Retirement Planning firms in Pasadena, California:

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CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
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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