Overview
Assets Under Management: $371 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 72
Average Client Assets: $4 million
Frequently Asked Questions
STERLING INVESTMENT MANAGEMENT, LLC 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 #112923), STERLING INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
STERLING INVESTMENT MANAGEMENT, LLC is headquartered in TUCSON, AZ.
STERLING INVESTMENT MANAGEMENT, LLC serves 72 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, STERLING INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
STERLING INVESTMENT MANAGEMENT, LLC manages $371 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, STERLING INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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