STERLING FINANCIAL GROUP, INC.

CRD 300327 · SEC 801-114827

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201 S. LAKE AVENUE, SUITE 500, PASADENA, CA, 91101, United States

Phone

(626) 440-9192

Fax

(626) 440-9872

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$16.1M

Discretionary AUM

$16.1M

Team

7 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-09

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	32	$3.8M
High net worth individuals	25	$12.3M

States served

CA, LA, MI, TX, FL

All web addresses on file

https://www.sterlingfg.com

Official SEC filing: View on IAPD