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Building 2STERLING CAPITAL MANAGEMENT INC

Map pinBROOKFIELD, WI
Phone262-970-9700
NotebookSEC #801-54107
Total AUM
$296.9M
Employees
3
Clients
388

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17160 W. NORTH AVE
SUITE 200
BROOKFIELD
WI 53005
United States
Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Phone
262-970-9700

ReceiptFinancials

Total AUM
$296.9M
Accounts
388
Discretionary
$227.4M
Accounts
333
Non-Discretionary
$69.6M
Accounts
55

ContactClients

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Individual Clients
210
AUM
$45.6M
HNW Individual Clients
123
AUM
$181.7M
Pension/Profit Sharing Plan Clients
2
AUM
$2.1M
Charitable Organization Clients
5
AUM
$60.1M
Corporation or Business Clients
7
AUM
$3.6M
Other Clients
41
AUM
$3.9M
Description of Other Clients
NONDISCRETIONARY RETAIL (OFTEN DUE TO ESTATE SETTLEMENT)

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLNHTXWI

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

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