Gerald Van Horn, financial advisor King Of Prussia PA
96 score

Gerald Van Horn

CRD Number: 4568501
Current Firm: Sterling Capital Management LLC

Gerald Van Horn (CRD# 4568501) is an Investment Advisor Representative working at Sterling Capital Management LLC in King Of Prussia, PA and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sterling Capital Management LLC King Of Prussia, PA Aug 2015 - Current 1
Stratton Management Company Plymouth Meeting, PA Apr 1998 - Aug 2015 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Gerald M. Van Horn
Phone Number: 704-927-4175
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    51,155
    MILLIONS
  • Total Number of Accounts
    4,417
    ACCOUNTS
  • Average Account Value
    $11,581,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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