RIA Intelligence

STERLING WOOD FINANCIAL LLC

CRD #108132 SEC #801-56243 SAN MATEO, CA 650-372-0780
SEC Registered
Total AUM
$55M
Discretionary
$55M
Employees
10
Clients
51
Accounts
247

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 1, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GREENHILL, MALCOLMIPARTNERC Control
NOARD, KENT, ELLISONIPARTNERC Control
YAGER, MARCEE, PITTMANIMANAGING PARTNERC Control

Registrations

Federal

IA
Apr 1, 2002 REGISTERED

Notice Filings (1)

CA

Address

161 WEST 25TH AVENUE, SUITE 204
SAN MATEO, CA 94403
USA
Phone: 650-372-0780