Stirlingshire Investments

Assets Under Management

$69.2M

Number of Clients

264

Number of Advisors

24

Average Client AUM

$262K

AUM per Advisor

$2.9M

Compensation

Fee-Only (AUM)

About This Firm

Stirlingshire RIA LLC offers portfolio management advisory services tailored to individual client needs, considering factors like age, risk tolerance, and income. They may utilize various investment models through Advyzon Investment Management (AIM). Stirlingshire generally limits its investment advice to mutual funds, fixed income securities, real estate funds, annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

15 W 38th St., #704, New York, NY, 10018

24 Advisors at this firm

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