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