Sterling Bridge Financial Group LLC
● SEC registered since 2026CRD 304409SEC# 801-135915Palm Harbor, FL
Reg. AUM
$131.1M
Employees
8
Accounts
776
Location
Palm Harbor, FL
Sterling Bridge Financial Group LLC assets under management
Sterling Bridge Financial Group LLC is an investment advisory firm registered with the SEC based in Palm Harbor, FL. The firm has been registered since 2026. It reports $131.1 million in regulatory assets under management and employs 8 people.
Sterling Bridge Financial Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Mario Landi Control | Senior Adviser - Co-Owner | 50-75% | 2019 |
| Frank Diana Control | Senior Adviser - Co-Owner | 50-75% | 2019 |
| Jessica Sternthal Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Sterling Bridge Financial Group LLC manage?
Sterling Bridge Financial Group LLC reports $131.1 million in regulatory assets under management on its Form ADV.
How many employees does Sterling Bridge Financial Group LLC have?
Sterling Bridge Financial Group LLC reports 8 employees.
Where is Sterling Bridge Financial Group LLC located?
Sterling Bridge Financial Group LLC is based in Palm Harbor, FL and has been SEC-registered since 2026.
Does Sterling Bridge Financial Group LLC disclose fund performance?
Sterling Bridge Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4174 Woodlands Parkway, Palm Harbor, FL 34685 |
| Phone | (727) 250-4130 |
| Fax | (727) 601-1216 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$131.1MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$131.1Mregulatory AUM
Discretionary $131.1M