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).

By the Numbers
  • Total Assets Under Management
    362
    MILLION
  • Total Number of Accounts
    977
    ACCOUNTS
  • Average Account Value
    $370,804
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
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MI, NV, OR, VA, WA

Financial Advisors at The Sterling Group
Showing 1 - 1 of 1 top financial advisors.
1
Anna Teper
CRD#: 5587499
225 S. Lake Avenue, Suite 600, Pasadena, CA 91101
90
Wealthminder
score

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.

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