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Home > Retirement Planners > new york > buffalo > STERLING INVESTMENT COUNSEL, LLC
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 $543,606,529 assets under management, offering retirement planning & investment advisory services to 1821 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 282624 |
| SEC# | 801-107624 |
| Assets Managed by Firm | $543,606,529 |
| No. of Clients | 1821 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1821 | $543,606,529 |
| Individuals (other than high net worth individuals) | 523 | $146,549,230 |
| High net worth individuals | 213 | $354,222,518 |
| Pension and profit sharing plans | 69 | $27,623,106 |
| Charitable organizations | 4 | $5,332,502 |
| Corporations or other businesses | 5 | $9,879,173 |
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