2095 S. Boston Place
Bolivar, Missouri 65613
Tel: 417-777-7677
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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