302 Datura Street
Suite 100
West Palm Beach, Florida 33401-5481
Tel: 561-835-1810
STERLING INVESTMENT MANAGEMENT, formally registered with the SEC as STERLING INVESTMENT MANAGEMENT. The firm was established in 01/30/2015. They have over 1 offices throughout the country.
STERLING INVESTMENT MANAGEMENT is a West Palm Beach, Florida based Financial Planning firm with nearly $1,861,264,539 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 41 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 174707 |
SEC# | 801-80903 |
Assets Managed by Firm | $1,861,264,539 |
No. of Clients | 12 |
No. of Advisors | 41 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12 | $1,861,264,539 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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