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STERLING INVESTMENT PARTNERS ADVISERS, LLC

285 Riverside Ave
Suite 300
Westport, Connecticut 06880-4806
Tel: 203-226-8711

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About STERLING INVESTMENT PARTNERS ADVISERS, LLC

STERLING INVESTMENT PARTNERS ADVISERS, LLC, formally registered with the SEC as STERLING INVESTMENT PARTNERS ADVISERS, LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

STERLING INVESTMENT PARTNERS ADVISERS, LLC is a Westport, Connecticut based Financial Planning firm with nearly $1,706,162,409 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156946
SEC#801-73976
Assets Managed by Firm$1,706,162,409
No. of Clients4
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (MONITORING FEES, AND CERTAIN OTHER PORTFOLIO COMPANY FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$1,706,162,409

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