STERLING CAPITAL MANAGEMENT LLC

4350 Congress Street
Suite 1000
Charlotte, North Carolina 28209
Tel: 704-927-4175

About STERLING CAPITAL MANAGEMENT LLC

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 6 offices throughout the country.

STERLING CAPITAL MANAGEMENT LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $62,841,626,948 assets under management, offering retirement planning & investment advisory services to 3390 clients. The firm is staffed with 180 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135405
SEC#	801-64257
Assets Managed by Firm	$62,841,626,948
No. of Clients	3390
No. of Advisors	180

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3390	$62,841,626,948
Individuals (other than high net worth individuals)	1484	$624,528,090
High net worth individuals	1116	$1,829,827,677
Pension and profit sharing plans	78	$13,798,529,046
Charitable organizations	104	$1,586,226,462
Other investment advisers	14	$80,878,892
Corporations or other businesses	304	$18,468,832,953

Inquire with STERLING CAPITAL MANAGEMENT LLC

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