|
⚲
|
| Sterling Bridge Financial Group LLC
✚
|
|
|---|---|
| CRD # | 304409 |
| SEC # | 801-135915 |
| CIK # | |
| AUM | $131.1 M (2026-03-20) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 727-250-4130 |
| Address | 4174 Woodlands Parkway Palm Harbor, FL 34685 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 776 | 93.4 |
| (b) Individuals (high net worth individuals) | 50 | 37.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 776 | 131.1 |
| By Discretionary | ||
| Discretionary | 776 | 131.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 776 | 131.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 130.2 | |
| Total | 776 | 131.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IA Private Wealth USA Inc
✚
|
0.1 | |
|
Big Sky Wealth Advisors LLC
✚
|
MT | 0.1 |
|
Soundpath Retirement Strategies LLC
✚
|
WA | 0.1 |
|
Gibson Financial Solutions Inc
✚
|
ME | 0.1 |
|
Peak Financial Consulting Inc
✚
|
MN | 0.1 |
|
Frisco Financial Planning LLC
✚
|
0.1 | |
|
Capital City Wealth Management Inc
✚
|
ND | 0.1 |
|
Wolfgang Capital LLC
✚
|
CA | 0.1 |
|
Foothills Advisors LLC
✚
|
AZ | 0.1 |
|
Chartered Advisory Group Inc
✚
|
PA | 0.1 |