4350 Congress Street
Suite 1000
Charlotte, North Carolina 28209
Tel: 704-927-4175
STERLING CAPITAL MANAGEMENT LLC, formally registered with the SEC as STERLING CAPITAL MANAGEMENT LLC. The firm was established in 06/02/2005. They have over 5 offices throughout the country.
STERLING CAPITAL MANAGEMENT LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $66,746,472,114 assets under management, offering retirement planning & investment advisory services to 3215 clients. The firm is staffed with 181 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 135405 |
SEC# | 801-64257 |
Assets Managed by Firm | $66,746,472,114 |
No. of Clients | 3215 |
No. of Advisors | 181 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3215 | $66,746,472,114 |
Individuals (other than high net worth individuals) | 1382 | $743,600,189 |
High net worth individuals | 1082 | $1,495,373,296 |
Pension and profit sharing plans | 76 | $16,708,045,081 |
Charitable organizations | 103 | $1,785,815,358 |
Other investment advisers | 12 | $79,045,703 |
Corporations or other businesses | 270 | $16,467,272,643 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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