STERLING BRIDGE FINANCIAL GROUP LLC

Overview

Sterling Bridge Financial Group LLC operates as an independent registered investment adviser serving individual, family and some institutional clients. The firm charges fees based on a percentage of assets under management and focuses its advisory services on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. It does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Investment implementation appears to favor pooled public products rather than direct-stock concentrated bets or large allocations to bespoke private funds. The firm's structure is a limited liability company with individual ownership, and it maintains relationships with insurance companies to support certain client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices