Sterling Imc
Firm details
- Headquarters
- Syracuse, New York
- CRD number
- 107706
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sterling Imc is a small, privately owned advisory corporation that manages portfolios for individuals and families. The firm bills clients on a percentage-of-assets-under-management basis and focuses on portfolio management for individuals and small businesses. It is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Jay Cartini
PresidentCRD 4936856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Syracuse, NY
Onondaga
Location
Syracuse, NY
Headquartered in Syracuse, NY, anchoring the Syracuse-Auburn, NY metro in the Northeast.
- Metro area
- Syracuse-Auburn, NY
- Region
- Northeast
- County
- Onondaga
- Address
- 104 Jamesville Rd
- Time zone
- ET (UTC-5)
- Office locations
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