Investment adviser · CRD 155166

STERLING GLOBAL STRATEGIES LLC

Investment adviser filing (IA)

CARLSBAD, CA, United States · Form ADV filed Sep 9, 2014

Regulatory AUM
$288M
Form ADV · Item 5.F
Client accounts
699
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
5
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 9, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

1808 ASTON AVENUE, #245
CARLSBAD, CA, 92008, United States

CRD 155166

Filing source

Form ADV 832315 · Sep 9, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.