$28.4M Total AUM
$26.1M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-23-2002
- Office Locations
- 1
Office Locations
50 California Street Suite 1500 SAN Francisco CA
About Sterling Futures
Sterling Futures is a SAN Francisco-based RIA. The firm has been operating for 23 years. Managing $28.4M in total assets under management, with 1 advisory representatives. They custody assets with SEI.
Team overview
-- AVG AGE
$28.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
20.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MALCOLM GREENHILL
Financial Advisor, General Partner, President
- CRD
- #1831430
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,108,551 | -- |
| Non-Discretionary | $2,332,555 | -- |
| Total | $28,441,106 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing