STIRLING HEIGHTS

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SOUTH JORDAN, Utah
CRD number
332724
Registered since
August 5, 2024

Firm profile

FINTRX

Overview

Stirling Heights operates as a limited liability company and is involved in managing pooled investment vehicles. The firm does not have a specific classification and is not recognized as a capital allocator. Its activities include sponsorship and management of investment funds, particularly in the private equity space. While Stirling Heights does not actively engage in ESG investing, it plays a role in the financial services industry through its affiliations and investment strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • MATTHEW JACOBS

    Co-FounderCRD 6215105

  • DANIEL PAYNE

    Co-FounderCRD 6215419

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SOUTH JORDAN, UT

SALT LAKE

Location

SOUTH JORDAN, UT

Headquartered in SOUTH JORDAN, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
1309 W South Jordan Pkwy
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth