Sterling Investment Management, Inc.

Sterling Investment Management, Inc. (CRD# 117285) is a financial advisory firm headquartered in Beaverton, OR. They manage $39,740,909 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16070 Sw White Bird St, Beaverton, OR 97007
http://www.sterlinginvestmgt.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $662,348
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Sterling Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Alan Nelson, financial advisor Beaverton OR
Alan R. Nelson
CRD#: 4485576
Beaverton, OR

Alan Nelson (CRD# 4485576) is an Investment Advisor Representative working at Sterling Investment Management, Inc. in Beaverton, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals