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STERLING INVESTMENT COUNSEL, LLC
CRD 282624 · SEC 801-107624
360 DELAWARE AVENUE, SUITE 400, BUFFALO, NY, 14202, United States
Phone
(716) 783-7054
Fax
(716) 783 - 7068
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$1.03B
Team
9 total employees; 8 advisory reps; 18 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 546 | $162.1M |
| High net worth individuals | 307 | $814.8M |
| Pension/profit sharing plans | 25 | $36.4M |
| Charitable organizations | 3 | $5.7M |
| Corporations/business entities | 7 | $15.2M |
States served
CA, MD, MA, NJ, NY, NC, OH, PA, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD