← Back to searchVisit website
STIRLING FINANCIAL GROUP
LEEDS CAPITAL GROUP, LLC
CRD 327004 · SEC 801-129771
402 WEST BROADWAY, SUITE 1100, SAN DIEGO, CA, 92101, United States
Phone
619-435-1210
Fax
619-541-6261
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.7M
Discretionary AUM
$179.7M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $41.1M |
| High net worth individuals | 98 | $129.6M |
| Pension/profit sharing plans | 9 | $6.6M |
| Charitable organizations | 1 | $32K |
| Corporations/business entities | 6 | $2.2M |
States served
CA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD