Overview
Assets Under Management: $175 million
Headquarters: ST.LOUIS, MO
High-Net-Worth Clients: 47
Average Client Assets: $3.2 million
Frequently Asked Questions
STERLING CAPITAL MANAGEMENT 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 #105793), STERLING CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
STERLING CAPITAL MANAGEMENT is headquartered in ST.LOUIS, MO.
STERLING CAPITAL MANAGEMENT serves 47 high-net-worth clients according to their SEC filing dated November 15, 2018. View client details ↓
According to their SEC Form ADV, STERLING CAPITAL MANAGEMENT offers portfolio management for individuals. View all service details ↓
STERLING CAPITAL MANAGEMENT manages $175 million in client assets according to their SEC filing dated November 15, 2018.
According to their SEC Form ADV, STERLING CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.92%
Average Client Assets: $3.2 million
Total Client Accounts: 96
Discretionary Accounts: 93
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 105793
Filing ID: 1251965
Last Filing Date: 2018-11-15 16:38:00