STERLING CAPITAL MANAGEMENT INC - Financial Advisor in Wisconsin, Brookfield

Tel: 262-970-9700 17160 W. North Ave Suite 200 Brookfield, Wisconsin 53005

About STERLING CAPITAL MANAGEMENT INC

STERLING CAPITAL MANAGEMENT INC is a Brookfield, Wisconsin based financial advisory firm with nearly $213,911,816 in assets under management and provides investment advisory services for 388 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

106822

Firm SEC#:

801-54107

Assets Under Management:

$213,911,816

No. of Clients:

388

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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