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| Sterling Financial Group Inc
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|---|---|
| CRD # | 300327 |
| SEC # | 801-114827 |
| CIK # | 0001991301, 0001509873 |
| AUM | 16.1 M (2026-02-09) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 626-440-9192 |
| Address | 201 S Lake Avenue Pasadena, CA 91101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 14.2 | ||
| McGraw-Hill Companies Inc | 8.5 | ||
| General Electric Co | 7.4 | ||
| Moodys Corp /DE/ | 7.0 | ||
| Alphabet Inc | 6.8 | ||
| Visa Inc | 6.6 | ||
| Microsoft Corp | 5.5 | ||
| PepsiCo Inc | 5.2 | ||
| Canadian Pacific Railway Ltd/Cn | 4.0 | ||
| Wal Mart Stores Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 3.8 |
| (b) Individuals (high net worth individuals) | 25 | 12.3 |
| (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 | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 57 | 16.1 |
| By Discretionary | ||
| Discretionary | 55 | 16.1 |
| Non-Discretionary | 2 | 0.0 |
| Total | 57 | 16.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.1 | |
| Total | 57 | 16.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001509873] | |
| 13F-HR | [0001991301] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
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