Sterling Global Strategies LLC
Legal Name: STERLING GLOBAL STRATEGIES, LLC
Full Contact Details
Sterling Global Strategies LLC
1808 ASTON AVE., SUITE 245, CARLSBAD, CA
760-603-8881
760-603-8882
Other Info
Sterling Global Strategies LLC is a legal DE Limited Liability Company with 5 employees, 4 of whom serve advisory roles, while the number of clients it serves remains undisclosed. Its SEC status is listed as Approved, and it was registered on Nov 28, 2014, giving it a solid foundation to offer financial analysis services.
Sterling Global Strategies – Our mission is to help our clients achieve their financial objectives by serving as a valued advisor involved in every step of the wealth management process.
Who We Are What We Do Team Strategies Tactical Rotation Tactical Rotation Bond Strategy Global Allocation Strategy Alternative Bond Strategy Contact Us Who We Are What We Do Team Strategies Tactical Rotation Tactical Rotation Bond Strategy Global Allocation Strategy Alternative Bond Strategy Contact…
Sterling Global Strategies – Our mission is to help our clients achieve their financial objectives by serving as a valued advisor involved in every step of the wealth management process.
Who We Are What We Do Team Strategies Tactical Rotation Tactical Rotation Bond Strategy Global Allocation Strategy Alternative Bond Strategy Contact Us Who We Are What We Do Team Strategies Tactical Rotation Tactical Rotation Bond Strategy Global Allocation Strategy Alternative Bond Strategy Contact…
Direct Owners
-
GREGORY JAMES CARROLL
PRESIDENT owns less than 5%
-
MARK WILLIAM EICKER
CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
-
MICHAEL SEAN HAIG
CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER owns less than 5%
-
STERLING WEALTH MANAGEMENT GROUP, INC.
MANAGING MEMBER owns more than 50% but less than 75%
Indirect Owners
-
GREGORY JAMES CARROLL
OWNER owns more than 50% but less than 75%
-
MICHAEL SEAN HAIG
OWNER owns more than 50% but less than 75%
Firms Located Nearby
- Intelligence Driven Advisers LLC
- Seaside Advisory Services Inc
- Gunderson Capital Management
- Tamarack Advisers LP
- MH & Associates Securities Management Corp
- Foundational Retirement Solutions LLC
- Sprott Asset Management USA Inc
- Financial Focus LLC
- Carlsbad Wealth Advisory Group Inc
- Steelpoint Capital Partners LP
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $4,520k
- VANGUARD INDEX FDS REAL ESTATE ETF $4,415k
- PROCTER & GAMBLE CO $1,135k
- ABERDEEN STD GOLD ETF TR $719k
- DISNEY WALT CO $626k
- Apple Inc $583k
- HOME DEPOT INC $499k
- SEMPRA ENERGY $448k
- Exxon Mobil Corp $399k
- Bank of America Corp. $391k