STERLING CAPITAL MANAGEMENT INC

17160 W. North Ave
Suite 200
Brookfield, Wisconsin 53005
Tel: 262-970-9700

About STERLING CAPITAL MANAGEMENT INC

STERLING CAPITAL MANAGEMENT INC, formally registered with the SEC as STERLING CAPITAL MANAGEMENT INC. The firm was established in 03/24/1997. They have over 1 offices throughout the country.

STERLING CAPITAL MANAGEMENT INC is a Brookfield, Wisconsin based Financial Planning firm with nearly $213,911,816 assets under management, offering retirement planning & investment advisory services to 388 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106822
SEC#	801-54107
Assets Managed by Firm	$213,911,816
No. of Clients	388
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	388	$213,911,816
Individuals (other than high net worth individuals)	321	$76,058,314
High net worth individuals	59	$86,857,809
Pension and profit sharing plans	2	$3,524,222
Charitable organizations	3	$45,702,312
Corporations or other businesses	3	$1,769,159

More Retirement Planning firms in Brookfield, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

Explore More Retirement Advisors in Brookfield, Wisconsin

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.