STERLING INVESTMENT COUNSEL, LLC

360 Delaware Avenue
Suite 400
Buffalo, New York 14202
Tel: (716) 783-7054

About STERLING INVESTMENT COUNSEL, LLC

STERLING INVESTMENT COUNSEL, LLC, formally registered with the SEC as STERLING INVESTMENT COUNSEL, LLC. The firm was established in 04/06/2016. They have over 1 offices throughout the country.

STERLING INVESTMENT COUNSEL, LLC is a Buffalo, New York based Financial Planning firm with nearly $656,830,294 assets under management, offering retirement planning & investment advisory services to 1939 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282624
SEC#	801-107624
Assets Managed by Firm	$656,830,294
No. of Clients	1939
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1939	$656,830,294
Individuals (other than high net worth individuals)	533	$193,521,245
High net worth individuals	192	$404,623,070
Pension and profit sharing plans	82	$42,658,312
Charitable organizations	3	$5,066,789
Corporations or other businesses	5	$10,960,878

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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