Overview
Assets Under Management: $180 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 570
Average Client Assets: $0.2 million
Frequently Asked Questions
STIRLINGSHIRE INVESTMENTS 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 #327779), STIRLINGSHIRE INVESTMENTS is subject to fiduciary duty under federal law.
STIRLINGSHIRE INVESTMENTS is headquartered in NEW YORK, NY.
STIRLINGSHIRE INVESTMENTS serves 570 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, STIRLINGSHIRE INVESTMENTS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STIRLINGSHIRE INVESTMENTS manages $180 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, STIRLINGSHIRE INVESTMENTS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 570
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.00%
Average Client Assets: $0.2 million
Total Client Accounts: 1,135
Discretionary Accounts: 1,135
Regulatory Filings
CRD Number: 327779
Filing ID: 2064947
Last Filing Date: 2026-03-05 11:30:20