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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 |
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