STERLING ADVISOR GROUP

STERLING ADVISOR GROUP of MESA, AZ is an SEC-registered investment adviser (CRD 147357). Regulatory assets under management: $11.7M.

Registration

• CRD: 147357
• Type: Registered investment adviser
• Location: 2500 S POWER RD, MESA, AZ, 85209
• Phone: 480-729-8000
• Latest filing: 2020-06-11
• Regulatory AUM: $11.7M
• Discretionary AUM: $6.7M
• Non-discretionary AUM: $5.0M
• Clients: 7
• Accounts: 265

Business model

Compensation: % of AUM, Other.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147357 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search