Overview
Assets Under Management: $152 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 86
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.89
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 432
Discretionary Accounts: 432
Regulatory Filings
CRD Number: 327004
Last Filing Date: 2025-02-24 00:00:00
Website: https://stirlingfinancialgroup.com