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Building 2STERLING INVESTMENT MANAGEMENT, LLC

Map pinTUCSON, AZ
Phone520-293-3311
NotebookSEC #801-50373
Total AUM
$409.2M
Employees
8
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6262 NORTH SWAN RD.
SUITE 210
TUCSON
AZ 85718
United States
Operating Hours
7:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
520-293-3311
Other Offices
1

ReceiptFinancials

Total AUM
$409.2M
Accounts
399
Discretionary
$409.2M
Accounts
399
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$32.5M
HNW Individual Clients
74
AUM
$321.8M
Charitable Organization Clients
7
AUM
$26.2M
Government Entity Clients
1
AUM
$4.5M
Corporation or Business Clients
4
AUM
$24.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOOK

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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