Sterling Capital Management Inc.

Sterling Capital Management Inc. (CRD# 106822) is a financial advisory firm headquartered in Waukesha, WI. They manage $155,452,621 in 329 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $472,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Sterling Capital Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Thomas J. Portz
CRD#: 1218627
Waukesha, WI
96
Wealthminder
score

Thomas Portz (CRD# 1218627) is an Investment Advisor Representative working at Sterling Capital Management Inc. in Waukesha, WI and has over 32 years of experience in the finance industry. Thomas Portz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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