Adviser Profile
| As of Date | 04/22/2026 |
| Registration status | Registration Changed to STERLING BRIDGE FINANCIAL GROUP LLC |
| ADV Location | PALM HARBOR, FL, United States |
| Contact Info | (72 xxxxxxx |
| Websites |
| AUM* | 131,066,360 66% |
| of that, discretionary | 131,066,360 66% |
| Number of Employees | 8 -20% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 168,900 11% |
| % High Net Worth | 6.05% -81% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds