Sterling Investment Management, Inc.

Sterling Investment Management, Inc. (CRD# 112923) is a financial advisory firm headquartered in Tucson, AZ. They manage $354,004,670 in 404 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $876,249
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
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.

AZ, CA, CO, OK, TX

Financial Advisors at Sterling Investment Management, Inc.
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, Inc. in Tucson, AZ and has over 7 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, Inc. in Tucson, AZ and has over 4 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, Inc. in Tucson, AZ and has over 25 years of experience in the finance industry.

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