The Sterling Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 111782
- SEC number
- 801-77006
- Firm type
- RIA
- Assets under management
- $471.3M as of Mar 30, 2026
- Website
- www.tsgadvisor.com ↗
- Phone
- 626-440-5995
- Address
- 225 S. Lake Avenue, Pasadena, CA, 91101
Advisors at this firm
4 in our index · page 1 of 1
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Charles Davis LeeCRD 7561109 · Pasadena, CAIA RegisteredBroker
-
Anthony John NahraCRD 1796227 · Pasadena, CAIA RegisteredBroker
-
Gretchen Rebecca PrinceCRD 5260651 · Pasadena, CAIA RegisteredBroker
-
Charles Hunt SalembierCRD 2329595 · Pasadena, CAIA RegisteredBroker
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 111782 ↗
FINRA BrokerCheck record for firm CRD 111782 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.