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
Carol Sheffield (CRD# 5254726) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 10 years of experience in the finance industry.
Gay Thompson (CRD# 5694536) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 14 years of experience in the finance industry.
Nathan Trenholm (CRD# 5809544) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 13 years of experience in the finance industry.
Katherine Zamora (CRD# 1830369) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 26 years of experience in the finance industry.
Bradford Borman (CRD# 7574001) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 2 years of experience in the finance industry.
Alexander Hallum (CRD# 7375376) 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.
Katherine Sung (CRD# 6631734) 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.
Jocelyn White (CRD# 7673565) 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.
Deanna Williams (CRD# 7006215) 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.