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The Sterling Group - Registered Investment Advisor Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

The Sterling Group is a registered investment advisor in the financial services industry, based in Pasadena, California. It offers fee-based financial planning and investment management as the core components of its wealth-management services, integrating retirement, tax, estate planning, and insurance considerations.

A team with expertise in legal, tax, economic, and market analysis supports asset oversight and aims to provide objective, professional, and personalized financial counsel. Securities are offered through LPL Financial, a member of FINRA and SIPC, and the firm has served some families for three decades, reflecting long-standing client relationships.

Find The Sterling Group - Registered Investment Advisor employees' phone numbers or email addresses

The Sterling Group - Registered Investment Advisor Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

The Sterling Group - Registered Investment Advisor's Leadership

  • Stylized image of a person
    D. H.
    Principal
    Mobile Phone

The Sterling Group - Registered Investment Advisor Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from The Sterling Group - Registered Investment Advisor

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. H.
    Principal
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is The Sterling Group - Registered Investment Advisor known for?

Minus sign iconPlus sign iconThe Sterling Group - Registered Investment Advisor was founded in 1989 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-626-440-****
. Explore The Sterling Group - Registered Investment Advisor's company overview page for more information.

What is The Sterling Group - Registered Investment Advisor's most common email format?

Minus sign iconPlus sign iconThe Sterling Group - Registered Investment Advisor employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Sterling Group - Registered Investment Advisor email formats with LeadIQ.

How many employees does The Sterling Group - Registered Investment Advisor have currently?

Minus sign iconPlus sign iconThe Sterling Group - Registered Investment Advisor has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Sterling Group - Registered Investment Advisor's key employees and leadership?

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As of August 2026, The Sterling Group - Registered Investment Advisor's key employees include:

  • Principal: D. H.

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