STERLING INVESTMENT ADVISORS,LLC

2095 S. Boston Place
Bolivar, Missouri 65613
Tel: 417-777-7677

About STERLING INVESTMENT ADVISORS,LLC

STERLING INVESTMENT ADVISORS,LLC, formally registered with the SEC as STERLING INVESTMENT ADVISORS,LLC. The firm was established in 02/10/2005. They have over 1 offices throughout the country.

STERLING INVESTMENT ADVISORS,LLC is a Bolivar, Missouri based Financial Planning firm with nearly $192,265,545 assets under management, offering retirement planning & investment advisory services to 275 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117287
SEC#	801-63925
Assets Managed by Firm	$192,265,545
No. of Clients	275
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	275	$192,265,545
Individuals (other than high net worth individuals)	222	$57,649,445
High net worth individuals	48	$106,130,755
Charitable organizations	4	$28,405,965
Corporations or other businesses	1	$79,380

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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