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 $1,953,202,075 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 46 experienced financial planners.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 12 | $1,953,202,075 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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