Small Firm

STERLING ADVISOR GROUP

2500 S Power Rd, Mesa AZ 85209

(480) 729-8000

N/A

Firm Details

The basic information about the firm.

Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets: $11,650,000.00
Number of Accounts This is the total number of open accounts the firm has under management.: 265
Number of Employees This is the total number of employees that work at the firm.: 7
Investment Employees Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: 6

Information about the services offered and fee structure.

Information about the firm's clients.

High Net Worth Clients A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth: 15
High Net Worth AUM This is the total number of assets under management for all clients the firm identifies as high net worth: $2,650,000.00
Pension Profit Sharing Clients Clients of the firm that participate in a profit sharing plan which the firm performs financial services: 0
Charitable Organization Clients Number of clients the firm identifies as Charitable Organizations: 0
Charitable Organization AUM Total number of assets under management for clients the form identifies as a “charitable organization”: N/A
Corporate Clients Corporate clients are any companies that enlist the investment adviser for wealth management services: 0
Corporate AUM Total number of assets under management for clients the form identifies as “corporate”: N/A
None US Client Percentage This is the total number of open accounts the firm has under management.: 0%