Overview
Assets Under Management: $371 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 72
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.03
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 402
Discretionary Accounts: 402
Regulatory Filings
CRD Number: 112923
Last Filing Date: 2024-03-26 00:00:00
Website: https://sterlinginvestor.com