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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-1999
- Office Locations
- 1
Office Locations
About THE Sterling Group
The Sterling Group is a Pasadena, CA wealth management firm with 30+ years serving individuals and business owners. The team provides integrated financial planning and investment management alongside tax planning, estate planning, and protection planning, coordinating across clients’ full financial picture. Portfolios are built primarily with public funds, including ETFs and mutual funds, using an asset-allocation approach, with custody through firms such as Charles Schwab and LPL Financial.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES HUNT SALEMBIER
Chief Compliance Officer, Managing Member
- CRD
- #2329595
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Charles Davis Lee
--
- CRD
- #7561109
ANTHONY JOHN NAHRA
Financial Advisor
- CRD
- #1796227
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $471,344,505 | $538,065 |
| Non-Discretionary | $0 | -- |
| Total | $471,344,505 | $538,065 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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