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Home > Retirement Planners > arizona > tucson > STERLING INVESTMENT MANAGEMENT, LLC
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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