Sterling Asset Management Co Inc
RIASEC RegisteredEst. 1991
Total AUM
$87M
Discretionary
$87M
100% of AUM
Avg account
$1.3M
Accounts
65
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 112825
- Registered since
- February 28, 1991
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.87%
- Individuals5.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sterling Asset Management Co Inc is an independent, privately owned registered investment adviser formed in 1991 that focuses on portfolio management for individuals and small businesses. The firm’s client base is concentrated on individual and family relationships rather than institutional mandates. Its billing blends traditional percentage-of-assets fees with fixed-fee engagements. Sterling does not position itself as a capital allocator, is not registered as a multi-state adviser, and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds23%
- US Government Bonds20%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents3%
Contacts
1 of 1Daniel Lanzetta
PresidentCRD 4436909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations