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Sterling Wood Financial LLC (San Mateo)


Sterling Wood Financial LLC is a large advisory firm based in San Mateo. It manages $55 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Sterling Wood Financial provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sterling Wood Financial: assets under management

The assets under management (AUM) of Sterling Wood Financial LLC is $55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.68 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sterling Wood Financial LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Mateo

The principal office where Sterling Wood Financial LLC performs its advisory services is located at 161 West 25 Th Avenue, Suite 204, San Mateo, CA 94403, which is also the mailing address of the firm. An additional office of the firm is in San Jose, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-372-0780 or by fax 650-372-0758. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.sterling-wood.com.


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