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| Happy Holidays!! thanks for using AUM13F!! |
| Sterling Financial Group Inc
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| CRD # | 300327 |
| SEC # | 801-114827 |
| CIK # | 0001991301, 0001509873 |
| AUM | $361.3 M (2025-06-30) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 626-440-9192 |
| Address | 201 S Lake Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.8 | ||
| Canadian National Railway Co | 5.3 | ||
| Alphabet Inc | 4.8 | ||
| McGraw-hill Companies Inc | 4.7 | ||
| Canadian Pacific Railway Ltd/Cn | 4.6 | ||
| Moodys Corp /DE/ | 4.6 | ||
| Microsoft Corp | 4.5 | ||
| General Electric Co | 4.5 | ||
| VISA Inc | 4.3 | ||
| Cameco Corp | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 45.1 |
| (b) Individuals (high net worth individuals) | 83 | 315.2 |
| (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 | 2 | 0.9 |
| (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 | 580 | 361.3 |
| By Discretionary | ||
| Discretionary | 548 | 349.5 |
| Non-Discretionary | 32 | 11.8 |
| Total | 580 | 361.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 361.3 | |
| Total | 580 | 361.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001509873] | |
| 13F-HR | [0001991301] |
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|---|---|---|
|
Eagle Wealth Management Group Inc
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CA | 0.4 |
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Second Half Financial Partners LLC
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FL | 0.4 |
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Keener Financial Planning LLC
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TX | 0.4 |
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Grove Street Fiduciary LLC
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NH | 0.4 |
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DEW Wealth Management LLC
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AZ | 0.4 |
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Mountain Hill Investment Partners
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NJ | 0.4 |
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Professional Financial Advisors Inc
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PA | 0.4 |
|
Rossby Financial LLC
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FL | 0.4 |
|
Sage Financial Management Group Inc
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VA | 0.4 |
|
Union Square Investment Co
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CA | 0.4 |