Sterling Capital Management Inc.
Sterling Capital Management Inc. (CRD# 106822) is a financial advisory firm headquartered in Brookfield, WI. They manage $213,911,816 in 388 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
Sterling Capital Management Inc.
By the Numbers
-
Total Assets Under Management214MILLION
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Total Number of Accounts388ACCOUNTS
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Average Account Value$551,319
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IA, IL, MN, NM, NY, TX, WI
Financial Advisors at Sterling Capital Management Inc.
1
Thomas Portz (CRD# 1218627) is an Investment Advisor Representative working at Sterling Capital Management Inc. in Waukesha, WI and has over 40 years of experience in the finance industry.
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