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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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