STERLING INVESTMENT ADVISORS,LLC

2095 S. Boston Place
Bolivar, Missouri 65613
Tel: 417-777-7677

About STERLING INVESTMENT ADVISORS,LLC

STERLING INVESTMENT ADVISORS,LLC, formally registered with the SEC as STERLING INVESTMENT ADVISORS,LLC. The firm was established in 02/10/2005. They have over 1 offices throughout the country.

STERLING INVESTMENT ADVISORS,LLC is a Bolivar, Missouri based Financial Planning firm with nearly $192,265,545 assets under management, offering retirement planning & investment advisory services to 275 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117287
SEC#	801-63925
Assets Managed by Firm	$192,265,545
No. of Clients	275
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	275	$192,265,545
Individuals (other than high net worth individuals)	222	$57,649,445
High net worth individuals	48	$106,130,755
Charitable organizations	4	$28,405,965
Corporations or other businesses	1	$79,380

More Retirement Planning firms in Bolivar, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

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