Sterling Investment Management, LLC

Sterling Investment Management, LLC (CRD# 112923) is a financial advisory firm headquartered in Tucson, AZ. They manage $341,521,932 in 420 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $813,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, OK, TX

Financial Advisors at Sterling Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Arumayta M. Arguello
CRD#: 6399035
6262 North Swan Rd., Suite 210, Tucson, AZ 85718

Arumayta Arguello (CRD# 6399035) is an Investment Advisor Representative working at Sterling Investment Management, LLC in Tucson, AZ and has over 9 years of experience in the finance industry.

2
Ross A. Patterson
CRD#: 6231877
6262 North Swan Rd., Suite 210, Tucson, AZ 85718

Ross Patterson (CRD# 6231877) is an Investment Advisor Representative working at Sterling Investment Management, LLC in Tucson, AZ and has over 6 years of experience in the finance industry.

3
John H. Payne
CRD#: 2694662
6262 North Swan Rd., Suite 210, Tucson, AZ 85718

John Payne (CRD# 2694662) is an Investment Advisor Representative working at Sterling Investment Management, LLC in Tucson, AZ and has over 28 years of experience in the finance industry.

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