Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Sterling FinancialGroup
- ·The full record, as it builds
Funding rounds
No funding rounds for Sterling FinancialGroup are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Sterling FinancialGroup
Provider of financial planning and wealth management services, including investment management, retirement planning, insurance and risk management, estate planning, taxation and cash flow, and charitable giving strategies. Adheres to fiduciary standards and has a transparent fee structure. Located in Salt Lake City, UT.
- Sector
- Financial Services
- HQ
- Sparta, NJ, United States
- Employees
- 100
- Website
- sfg.us/
- Ownership
- Privately Held (no backing)
Sterling FinancialGroup doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Sterling FinancialGroup shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Sterling FinancialGroup in its N-PORT filings yet. We sweep new filings monthly.