PER STIRLING CAPITAL MANAGEMENT, LLC

4800 Bee Caves Road
Austin, Texas 78746
Tel: 512-628-2300

About PER STIRLING CAPITAL MANAGEMENT, LLC

PER STIRLING CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PER STIRLING CAPITAL MANAGEMENT, LLC. The firm was established in 10/28/2009. They have over 3 offices throughout the country.

PER STIRLING CAPITAL MANAGEMENT, LLC is a Austin, Texas based Financial Planning firm with nearly $1,212,435,245 assets under management, offering retirement planning & investment advisory services to 3400 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151671
SEC#	801-70707
Assets Managed by Firm	$1,212,435,245
No. of Clients	3400
No. of Advisors	29

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (PROMOTER 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

Firm Client Information

	No. of Clients	AUM
Firm Total	3400	$1,212,435,245
Individuals (other than high net worth individuals)	592	$250,477,726
High net worth individuals	390	$890,687,079
Charitable organizations	Fewer than 5 clients	$1,879,313
Corporations or other businesses	18	$69,391,127

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