Per Stirling Capital Management, LLC
Per Stirling Capital Management, LLC (CRD# 151671) is a financial advisory firm headquartered in Austin, TX. They manage $1,212,435,245 in 3,400 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management1,212MILLION
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Total Number of Accounts3,400ACCOUNTS
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Average Account Value$356,599
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, MN, NC, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA
Michael Katrein (CRD# 6440202) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 7 years of experience in the finance industry.
James Lee (CRD# 4703300) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 20 years of experience in the finance industry.
Gary Montgomery (CRD# 5661039) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 15 years of experience in the finance industry.
Michael Moore (CRD# 5566448) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 6 years of experience in the finance industry.
John Osullivan (CRD# 4175831) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 21 years of experience in the finance industry.
Taylor Peterson (CRD# 6392451) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 9 years of experience in the finance industry.
Robert Phipps (CRD# 1676726) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 36 years of experience in the finance industry.
Kenneth Price (CRD# 2796549) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 27 years of experience in the finance industry.
Kimberly Ray (CRD# 6570657) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has 1 year of experience in the finance industry.
Tasha Rock (CRD# 6009351) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has 1 year of experience in the finance industry.