DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
THE STERLING GROUP
Tel: 626-440-5995
225 S. Lake Avenue Suite 1075
Pasadena, California 91101
THE STERLING GROUP
THE STERLING GROUP is a Pasadena, California based financial advisory firm with nearly $342,744,463 in assets under management and provides investment advisory services for 759 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
111782
SEC#:
801-77006
No. of Clients:
759
Assets under Management
$342,744,463
No. of Advisors:
7
More Financial Advisory Firms in Pasadena, Massachusetts
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 1264 |
| WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 2021 |
| GEODE CAPITAL MANAGEMENT, LLC | 115504 | 161 |
| SSGA FUNDS MANAGEMENT, INC. | 111242 | 243 |
| STRATEGIC ADVISERS LLC | 104555 | 269 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 288590 | 15424 |
More Firms in Pasadena, Massachusetts >>