STERLING RANGE FINANCIAL MANAGEMENT, LLC
RIASEC Registered
Total AUM
$98.6M
Discretionary
$98.6M
100% of AUM
Avg account
$694K
Accounts
142
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 164893
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.82%
- Individuals3.69%
- Charitable Organizations2.31%
- Corporations / Businesses0.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Sterling Range Financial Management, LLC is a privately held investment advisory firm organized as an LLC that provides portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and serves both individual & family and institutional clients. Its stated activity focuses on discretionary portfolio management; it does not report itself as an active ESG investor, a multi-state adviser, or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds97%
- Exchange Traded Equities1%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1BRINTON MOORE
FounderCRD 4588413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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