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Building 2STERLING INVESTMENT ADVISORS LTD.

Map pinBERWYN, PA
Phone610-560-0400
NotebookSEC #801-66769
Total AUM
$1.1B
Employees
7
Clients
444

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1055 WESTLAKES DRIVE
SUITE 150
BERWYN
PA 19312
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
610-560-0400
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,611
Discretionary
$1.1B
Accounts
1,611
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
242
AUM
$58M
HNW Individual Clients
194
AUM
$1B
Pension/Profit Sharing Plan Clients
1
AUM
$781.1K
Charitable Organization Clients
1
AUM
$2.2M
Corporation or Business Clients
6
AUM
$5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLGAMAMDNHNJNYPATXVA

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

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