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Building 2STERLING INVESTMENT COUNSEL, LLC

Map pinBUFFALO, NY
Phone(716) 783-7054
NotebookSEC #801-107624
Total AUM
$1B
Employees
9
Clients
888

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 DELAWARE AVENUE
SUITE 400
BUFFALO
NY 14202
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(716) 783-7054

ReceiptFinancials

Total AUM
$1B
Accounts
2,253
Discretionary
$1B
Accounts
2,238
Non-Discretionary
$6.3M
Accounts
15

ContactClients

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Individual Clients
546
AUM
$162.1M
HNW Individual Clients
307
AUM
$814.8M
Pension/Profit Sharing Plan Clients
25
AUM
$36.4M
Charitable Organization Clients
3
AUM
$5.7M
Corporation or Business Clients
7
AUM
$15.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDNCNHNJNYOHPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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