6262 North Swan Rd.
Suite 210
Tucson, Arizona 85718
Tel: 520-293-3311
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 112923 |
SEC# | 801-50373 |
Assets Managed by Firm | $341,521,932 |
No. of Clients | 420 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 420 | $341,521,932 |
Individuals (other than high net worth individuals) | 77 | $31,018,998 |
High net worth individuals | 74 | $250,555,791 |
Pension and profit sharing plans | Fewer than 5 clients | $3,466,075 |
Charitable organizations | 9 | $33,567,425 |
Corporations or other businesses | Fewer than 5 clients | $16,967,192 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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