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STERLING BRIDGE FINANCIAL GROUP LLC
CRD 304409 · SEC 801-135915
4174 WOODLANDS PARKWAY, PALM HARBOR, FL, 34685, United States
Phone
(727) 250-4130
Fax
(727) 601-1216
Registration
— (—)
Source
State registered
Total AUM
$131.1M
Discretionary AUM
$131.1M
Team
8 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 776 | $93.4M |
| High net worth individuals | 50 | $37.3M |
| Pension/profit sharing plans | 1 | $366K |
All web addresses on file
Official SEC filing: View on IAPD