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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 $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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