The Sterling Group
The Sterling Group is an SEC-registered wealth manager in Pasadena, CA with $471.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns The Sterling Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111782, SEC 801-77006, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $471.3M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Pasadena, CA
- Employees
- 9
- Clients
- 281
- CRD
- 111782
- Ownership
- HATCH, MICHAEL, PATRICK; SALEMBIER, CHARLES, HUNT
How much AUM does The Sterling Group have?
The Sterling Group reported $471.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns The Sterling Group?
Disclosed owners and executives of The Sterling Group include HATCH, MICHAEL, PATRICK, SALEMBIER, CHARLES, HUNT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.