The Sterling Group
The Sterling Group (CRD# 111782) is a financial advisory firm headquartered in Pasadena, CA. They manage $268,284,604 in 886 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management268MILLION
Total Number of Accounts886ACCOUNTS
Average Account Value$302,804
- 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, NV, OR, VA, WA
Anthony Nahra (CRD# 1796227) is an Investment Advisor Representative working at The Sterling Group in Pasadena, CA and has over 21 years of experience in the finance industry. Anthony Nahra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Charles Salembier (CRD# 2329595) is an Investment Advisor Representative working at The Sterling Group in Pasadena, CA and has over 24 years of experience in the finance industry.
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.