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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-10-2010
- Office Locations
- 1
Office Locations
About Sterling Advisor Group
Sterling Advisor Group (Sterling Group United) is an Arizona-based boutique private placement firm serving retail investors, including entrepreneurs. The team provides asset management and portfolio construction, using ETFs and investment-grade corporate bonds alongside private placement opportunities, with an emphasis on long-term alignment and navigating complex investment structures.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
EMILY LUCILLE MILLANES
Chief Compliance Officer, Partner
- CRD
- #4354459
- Ownership
- 25% but less than 50%
LUKE THOMAS VENNARD
Manager, President
- CRD
- #5071956
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,650,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $11,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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