The Sterling Group
The Sterling Group (CRD# 111782) is a financial advisory firm headquartered in Pasadena, CA. They manage $362,275,873 in 977 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management362MILLION
Total Number of Accounts977ACCOUNTS
Average Account Value$370,804
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, MI, NV, OR, VA, WA
Anna Teper (CRD# 5587499) is an Investment Advisor Representative working at The Sterling Group in Pasadena, CA and has 1 year of experience in the finance industry.