PER STIRLING CAPITAL MANAGEMENT, LLC
Austin, Texas
Per Stirling Capital Management, LLC, based out of Austin, TX, is a reputable regional investment advisory firm with a strong presence in the financial industry. With over 700 individual clients and an impressive $1,184,817,000 in assets under management, the firm has established itself as a trusted partner for individuals seeking expert guidance in managing their wealth.
Per Stirling Capital Management, LLC operates from three offices, strategically positioned to cater to their client base effectively. While they handle 401K and individual accounts, these represent less than 30% of their total assets under management. However, t...
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Assets Under Mgmt
$1.18B
Investment Professionals
30
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Disclosures
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Had investment related business activity restricted by federal regulatory agency
Articles
Articles
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