CRD: 327855
Sterling Advisory Group LLC
$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
1 Employees
85 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-08-2023
- Office Locations
- 1
Office Locations
29777 Telegraph Road Suite 3590-2 Southfield MI
About Sterling Advisory Group LLC
Sterling Advisory Group is a Southfield, MI state-registered RIA providing financial planning, values-based asset management, and ongoing reviews for individuals, families, and organizations. The firm specializes in faith-guided, halal/Islamic investing, building customized, diversified portfolios with ETF-based allocations and risk management. Client portal access is through Schwab.
Team overview
-- AVG AGE
$30.1M AVG AUM / ADVISOR
$354.0K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
E
ELDIN FOCO
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5018682
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,092,509 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,092,509 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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