STERLING ASSET MANAGEMENT CO INC
  • STERLING ASSET MANAGEMENT CO INC

Adviser Profile

As of Date 02/24/2026
Registration SEC, Approved, 02/28/1991
Contact Info 518 xxxxxxx
AUM* 86,984,404 33%
of that, discretionary 86,984,404 33%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,338,222 13%
% High Net Worth 69.77% -11%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

290M 248M 207M 166M 124M 83M 41M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary