Overview
Assets Under Management: $1.1 billion
Headquarters: GREENSBORO, NC
High-Net-Worth Clients: 296
Average Client Assets: $3.3 million
Frequently Asked Questions
STEARNS FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106298), STEARNS FINANCIAL GROUP is subject to fiduciary duty under federal law.
STEARNS FINANCIAL GROUP is headquartered in GREENSBORO, NC.
STEARNS FINANCIAL GROUP serves 296 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, STEARNS FINANCIAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
STEARNS FINANCIAL GROUP manages $1.1 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, STEARNS FINANCIAL GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 296
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.72%
Average Client Assets: $3.3 million
Total Client Accounts: 2,032
Discretionary Accounts: 2,032
Regulatory Filings
CRD Number: 106298
Filing ID: 1191735
Last Filing Date: 2018-03-29 16:28:00