Overview
Assets Under Management: $87 million
High-Net-Worth Clients: 30
Average Client Assets: $2.8 million
Frequently Asked Questions
STERLING ASSET MANAGEMENT CO INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112825), STERLING ASSET MANAGEMENT CO INC is subject to fiduciary duty under federal law.
STERLING ASSET MANAGEMENT CO INC serves 30 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, STERLING ASSET MANAGEMENT CO INC offers portfolio management for individuals. View all service details ↓
STERLING ASSET MANAGEMENT CO INC manages $87 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, STERLING ASSET MANAGEMENT CO INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.87%
Average Client Assets: $2.8 million
Total Client Accounts: 65
Discretionary Accounts: 65
Regulatory Filings
CRD Number: 112825
Filing ID: 2048572
Last Filing Date: 2026-02-24 17:45:51