STERLING INVESTMENT ADVISORS,LLC
Total AUM
$229.3M
Employees
5Clients
269Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2095 S. BOSTON PLACE
BOLIVAR
MO 65613
United States
BOLIVAR
MO 65613
United States
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
417-777-7677
Financials
Total AUM
$229.3M
Accounts
269Discretionary
$229.3M
Accounts
269Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
215AUM
$62.1M
HNW Individual Clients
50AUM
$133.1M
Charitable Organization Clients
3AUM
$34M
Corporation or Business Clients
1AUM
$330
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MOTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.