Nine Greenway Plaza
Suite 2400
Houston, Texas 77046
Tel: 713-877-8257
THE STERLING GROUP, LP, formally registered with the SEC as THE STERLING GROUP, LP. The firm was established in 03/30/2012. They have over 2 offices throughout the country.
THE STERLING GROUP, L.P. is a Houston, Texas based Financial Planning firm with nearly $5,931,030,810 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 65 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157406 |
SEC# | 801-73530 |
Assets Managed by Firm | $5,931,030,810 |
No. of Clients | 13 |
No. of Advisors | 65 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 13 | $5,931,030,810 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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