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Home > Retirement Planners > florida > west palm beach > STERLING INVESTMENT MANAGEMENT
STERLING INVESTMENT MANAGEMENT
302 Datura Street
Suite 100
West Palm Beach, Florida 33401-5481
Tel: 561-835-1810
About STERLING INVESTMENT MANAGEMENT
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 $1,953,202,075 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 46 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174707 |
| SEC# | 801-80903 |
| Assets Managed by Firm | $1,953,202,075 |
| No. of Clients | 12 |
| No. of Advisors | 46 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $1,953,202,075 |
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