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Building 2STERLING INVESTMENT ADVISORS,LLC

Map pinBOLIVAR, MO
Phone417-777-7677
NotebookSEC #801-63925
Total AUM
$229.3M
Employees
5
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2095 S. BOSTON PLACE
BOLIVAR
MO 65613
United States
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Phone
417-777-7677

ReceiptFinancials

Total AUM
$229.3M
Accounts
269
Discretionary
$229.3M
Accounts
269
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
215
AUM
$62.1M
HNW Individual Clients
50
AUM
$133.1M
Charitable Organization Clients
3
AUM
$34M
Corporation or Business Clients
1
AUM
$330

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MOTX

HandshakeAffiliates

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

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