Overview
Assets Under Management: $1.4 billion
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 432
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 432
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.64
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,584
Discretionary Accounts: 3,584
Regulatory Filings
CRD Number: 151671
Filing ID: 1965597
Last Filing Date: 2025-03-28 14:16:00
Website: https://perstirling.com