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STERLING ADVISOR GROUP
STERLING INVESTMENT ADVISOR, INC.
CRD 147357
2500 S POWER RD, STE 217, MESA, AZ, 85209, United States
Phone
480-729-8000
Fax
480-355-2442
Registration
— (—)
Source
State registered
Total AUM
$11.7M
Discretionary AUM
$6.7M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; SOLICITATION FEES
Org form
Limited Liability Company
Filing date
2020-06-11
Disciplinary history
No
Services
Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $9.0M |
| High net worth individuals | 15 | $2.6M |
Official SEC filing: View on IAPD