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STERLING INVESTMENT MANAGEMENT, LLC

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

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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 $341,521,932 assets under management, offering retirement planning & investment advisory services to 420 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#112923
SEC#801-50373
Assets Managed by Firm$341,521,932
No. of Clients420
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total420$341,521,932
Individuals (other than high net worth individuals)77$31,018,998
High net worth individuals74$250,555,791
Pension and profit sharing plansFewer than 5 clients$3,466,075
Charitable organizations9$33,567,425
Corporations or other businessesFewer than 5 clients$16,967,192

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