Michael
Hatch
Sterling Financial Group, Inc
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About this Advisor
Michael Hatch is a certified financial planner based out of Pasadena, California who has 4 years of relevant experience. Hatch currently works for Sterling Financial Group, Inc. During their career, Hatch has held roles at Lpl Financial LLC, The Sterling Group, Sterling Group Wealth Management and Sterling Financial Group, Inc. Hatch holds a Series 63 license, certifying them as a securities broker, and can work in California. Sterling Financial Group, Inc is a financial advisory company based in Pasadena, CA. It controls $272 million in assets under management between its 516 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises two charitable organizations. Of its 516 client accounts, 39% are associated with high-net-worth clients who have at least $1 million in assets. The company offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors depend on which services are provided. Fee types charged by Sterling Financial Group, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sterling Financial Group, Inc Brokerage Details
$272,209,211
6
516
$527,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Hatch Work History
Michael has been registered as a financial advisor for 4 years.*
Sterling Financial Group, Inc
Lpl Financial LLC
Sterling Group Wealth Management
The Sterling Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Hatch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sterling Financial Group, Inc
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
