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STERLING ADVISORY GROUP LLC
CRD 327855
29777 TELEGRAPH ROAD, SUITE 3590-2, SOUTHFIELD, MI, 48034, United States
Phone
313.765.0541
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.1M
Discretionary AUM
$30.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $8.2M |
| High net worth individuals | 9 | $21.9M |
All web addresses on file
Official SEC filing: View on IAPD