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The Sterling Group - Registered Investment Advisors

The Sterling Group - Registered Investment Advisors Email Formats

Financial ServicesFlag of USPasadena, California, United States1-10 Employees

The Sterling Group - Registered Investment Advisors Email Formats

The Sterling Group - Registered Investment Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@tsgadvisor.com), used 85.7% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@tsgadvisor.com
85.7%
{first name}{last name}
johndoe@tsgadvisor.com
14.3%

Key Contact at The Sterling Group - Registered Investment Advisors

Flag of US

Hunt Salembier

Principal, Financial Advisor & Owner

Company overview

Headquarters225 South Lake Avenue, Suite 600, Pasadena, CA 91101, US
Phone number+10766014
Website
NAICS52
SIC628
Keywords
Tax Planning, Financial Consulting, Annuities, Asset Management, Retirement Planning, Life Insurance, Investment Advisory, Estate Planning, Portfolio Management Services, 529 Plans, Fee Based Investment Management, Trading & Rebalancing, Written Financial Planning
Founded1989
Employees1-10
Socials

About The Sterling Group - Registered Investment Advisors

The Sterling Group exists to provide comprehensive wealth management to its clients. Based out of Pasadena, CA, The Sterling Group provides fee-based financial planning and investment management at the core of what we do. Overseeing our clients' assets requires the skill and knowledge of people with exceptional legal, tax, economic, and market analysis capabilities. We have built a team of professionals centralized around these qualifications. Striving towards long-term success in creating and attaining financial goals requires more than just investment management. It requires formulating and executing a comprehensive financial strategy—a strategy that combines all the considerations that have a role in your financial and personal life. For many of our clients, these considerations include retirement planning, tax planning, estate planning and insurance protection. There is a close and complex interplay between these factors, all of which must be considered simultaneously in order to seek the optimal result. The Sterling Group excels at assisting clients in formulating and implementing complex wealth management strategies. Our organization was created in response to a demand for comprehensive financial counsel that was objective, professional and personalized. Our success in pursuing these goals is reflected in the continuity of our clientele, and the fact that we have been serving some families for three decades. ***Securities offered through LPL Financial. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit tsgadvisor.com.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry
Manager
Founder/Owner

Employees by Department

The Sterling Group - Registered Investment Advisors has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

The Sterling Group - Registered Investment Advisors has never raised funding before.

The Sterling Group - Registered Investment Advisors Tech Stack

Discover the technologies and tools that power The Sterling Group - Registered Investment Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Modernizr

Modernizr

JavaScript libraries

Amazon S3

Amazon S3

CDN

Amazon Web Services

Amazon Web Services

PaaS

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

FancyBox

FancyBox

JavaScript libraries

Open Graph

Open Graph

Miscellaneous

Frequently asked questions

The Sterling Group - Registered Investment Advisors is located in Pasadena, California, US.
You can reach The Sterling Group - Registered Investment Advisors at +10766014.
The Sterling Group - Registered Investment Advisors was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.
The Sterling Group - Registered Investment Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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