Sterling Financial Group, Inc.
Sterling Financial Group, Inc. (CRD# 300327) is a financial advisory firm headquartered in Pasadena, CA. They manage $321,957,763 in 551 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management322MILLION
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Total Number of Accounts551ACCOUNTS
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Average Account Value$584,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, FL, MI, OR
Berkeley Harrison (CRD# 3101371) is an Investment Advisor Representative working at Sterling Financial Group, Inc. in Pasadena, CA and has over 9 years of experience in the finance industry.
Michael Hatch (CRD# 1968086) is an Investment Advisor Representative working at Sterling Financial Group, Inc. in Pasadena, CA and has over 33 years of experience in the finance industry.
Danielle Smith (CRD# 5563789) is an Investment Advisor Representative working at Sterling Financial Group, Inc. in Pasadena, CA and has over 7 years of experience in the finance industry.
Kody Brown (CRD# 6774043) is an Investment Advisor Representative working at Sterling Financial Group, Inc. in Pasadena, CA and has over 5 years of experience in the finance industry.