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STERLING INVESTMENT MANAGEMENT, LLC
CRD 112923 · SEC 801-50373
6262 NORTH SWAN RD., SUITE 210, TUCSON, AZ, 85718, United States
Phone
520-293-3311
Fax
520-292-1677
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$409.2M
Discretionary AUM
$409.2M
Team
8 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $32.5M |
| High net worth individuals | 74 | $321.8M |
| Charitable organizations | 7 | $26.2M |
| State/municipal entities | 1 | $4.5M |
| Corporations/business entities | 4 | $24.2M |
States served
AZ, CA, CO, OK
All web addresses on file
Official SEC filing: View on IAPD