The Sterling Group

The Sterling Group (CRD# 111782) is a financial advisory firm headquartered in Pasadena, CA. They manage $342,744,463 in 759 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
225 S. Lake Avenue, Suite 1075, Pasadena, CA 91101
https://www.facebook.com/tsgadvisors/
By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    759
    ACCOUNTS
  • Average Account Value
    $451,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TN, TX, VA, WA

Financial Advisors at The Sterling Group
Showing 1 - 3 of 3 top financial advisors.
1
Anthony Nahra, financial advisor Pasadena CA
Anthony J. Nahra
CRD#: 1796227
225 S. Lake Avenue, Suite 1075, Pasadena, CA 91101

Anthony Nahra (CRD# 1796227) is an Investment Advisor Representative working at The Sterling Group in Pasadena, CA and has over 27 years of experience in the finance industry.

2
Charles Salembier, financial advisor Pasadena CA
Charles H. Salembier
CRD#: 2329595
225 S. Lake Avenue, Suite 1075, Pasadena, CA 91101

Charles Salembier (CRD# 2329595) is an Investment Advisor Representative working at The Sterling Group in Pasadena, CA and has over 31 years of experience in the finance industry.

3
Gretchen Prince, financial advisor Pasadena CA
Gretchen R. Prince
CRD#: 5260651
225 S. Lake Avenue, Suite 1075, Pasadena, CA 91101

Gretchen Prince (CRD# 5260651) is an Investment Advisor Representative working at The Sterling Group in Pasadena, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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