STERLING GLOBAL STRATEGIES, LLC
CRD #172404 SEC #801-80635 CARLSBAD, CA 760-603-8881
SEC Registered
Total AUM
$214M
Discretionary
$212.9M
Employees
5
Clients
0
Accounts
491
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $214M | $212.9M | $1.1M | 5 | 0 |
| Jun 2018 | $223M | $200M | $23M | 6 | 0 |
| Mar 2018 | $223M | $200M | $23M | 6 | 0 |
| Jul 2017 | $272.5M | $222.6M | $49.9M | 6 | 180 |
| Apr 2017 | $272.5M | $222.6M | $49.9M | 6 | 180 |
| Mar 2017 | $272.5M | $222.6M | $49.9M | 6 | 180 |
| Jan 2017 | $392.7M | $293.9M | $98.8M | 6 | 180 |
| Jul 2016 | $392.7M | $293.9M | $98.8M | 6 | 180 |
| Jun 2016 | $392.7M | $293.9M | $98.8M | 6 | 180 |
| May 2016 | $392.7M | $293.9M | $98.8M | 6 | 180 |
| Mar 2016 | $392.7M | $293.9M | $98.8M | 6 | 180 |
| Mar 2015 | $339.4M | $240.9M | $98.5M | 7 | 183 |
| Feb 2015 | $288M | $150M | $138M | 6 | 642 |
| Nov 2014 | $288M | $150M | $138M | 6 | 642 |
DateMar 2019
Total AUM$214M
Discretionary$212.9M
Non-Disc.$1.1M
Employees5
Clients0
DateJun 2018
Total AUM$223M
Discretionary$200M
Non-Disc.$23M
Employees6
Clients0
DateMar 2018
Total AUM$223M
Discretionary$200M
Non-Disc.$23M
Employees6
Clients0
DateJul 2017
Total AUM$272.5M
Discretionary$222.6M
Non-Disc.$49.9M
Employees6
Clients180
DateApr 2017
Total AUM$272.5M
Discretionary$222.6M
Non-Disc.$49.9M
Employees6
Clients180
DateMar 2017
Total AUM$272.5M
Discretionary$222.6M
Non-Disc.$49.9M
Employees6
Clients180
DateJan 2017
Total AUM$392.7M
Discretionary$293.9M
Non-Disc.$98.8M
Employees6
Clients180
DateJul 2016
Total AUM$392.7M
Discretionary$293.9M
Non-Disc.$98.8M
Employees6
Clients180
DateJun 2016
Total AUM$392.7M
Discretionary$293.9M
Non-Disc.$98.8M
Employees6
Clients180
DateMay 2016
Total AUM$392.7M
Discretionary$293.9M
Non-Disc.$98.8M
Employees6
Clients180
DateMar 2016
Total AUM$392.7M
Discretionary$293.9M
Non-Disc.$98.8M
Employees6
Clients180
DateMar 2015
Total AUM$339.4M
Discretionary$240.9M
Non-Disc.$98.5M
Employees7
Clients183
DateFeb 2015
Total AUM$288M
Discretionary$150M
Non-Disc.$138M
Employees6
Clients642
DateNov 2014
Total AUM$288M
Discretionary$150M
Non-Disc.$138M
Employees6
Clients642