STERLING INVESTMENT MANAGEMENT, LLC

6262 North Swan Rd.
Suite 210
Tucson, Arizona 85718
Tel: 520-293-3311

About STERLING INVESTMENT MANAGEMENT, LLC

STERLING INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as STERLING INVESTMENT MANAGEMENT, LLC. The firm was established in 10/16/1995. They have over 2 offices throughout the country.

STERLING INVESTMENT MANAGEMENT, LLC is a Tucson, Arizona based Financial Planning firm with nearly $371,202,026 assets under management, offering retirement planning & investment advisory services to 402 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112923
SEC#	801-50373
Assets Managed by Firm	$371,202,026
No. of Clients	402
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	402	$371,202,026
Individuals (other than high net worth individuals)	68	$31,116,497
High net worth individuals	74	$279,964,284
Charitable organizations	10	$36,889,803
Corporations or other businesses	Fewer than 5 clients	$20,072,195

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