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| Sterling Financial Group Inc
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| |
|---|---|
| CRD # | 300327 |
| SEC # | 801-114827 |
| CIK # | 0001991301, 0001509873 |
| AUM | $322.0 MM (2024-03-18) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 626-440-9192 |
| Address | 201 S Lake Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 7.8 | ||
| MSFT | 1,918,222.4 | 4.4 | |
| OXY | 57,834.1 | 4.4 | |
| CP | 65,184.1 | 4.3 | |
| AAPL | 2,382,844.0 | 3.7 | |
| CNI | 76,730.1 | 3.7 | |
| GOOG | 1,482,566.4 | 2.9 | |
| ABBV | 269,466.6 | 2.7 | |
| TMO | 209,733.6 | 2.7 | |
| XOM | 385,508.3 | 2.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 52.8 |
| (b) Individuals (high net worth individuals) | 58 | 269.0 |
| (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 | 0.0 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 551 | 322.0 |
| By Discretionary | ||
| Discretionary | 518 | 311.0 |
| Non-Discretionary | 33 | 10.9 |
| Total | 551 | 322.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.0 | |
| Total | 551 | 322.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001509873] | |
| 13F-HR | [0001991301] |
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