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Building 2STERLING INVESTMENT MANAGEMENT

Map pinWEST PALM BEACH, FL
Phone561-835-1810
NotebookSEC #801-80903
Total AUM
$2.4B
Employees
52
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
302 DATURA STREET
SUITE 100
WEST PALM BEACH
FL 33401-5481
United States
Operating Hours
9 - 5:30
Monday - Friday
Phone
561-835-1810

ReceiptFinancials

Total AUM
$2.4B
Accounts
13
Discretionary
$2.4B
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
13
AUM
$2.4B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SEE SCHEDULE D - MISCELLANEOUS

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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