Sterling Investment Management, Inc.

Sterling Investment Management, Inc. (CRD# 112923) is a financial advisory firm headquartered in Tucson, AZ. They manage $278,908,738 in 493 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    279
    MILLION
  • Total Number of Accounts
    493
    ACCOUNTS
  • Average Account Value
    $565,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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, TX

Financial Advisors at Sterling Investment Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John H. Payne
CRD#: 2694662
6262 North Swan Rd., Suite 210, Tucson, AZ 85718
96
Wealthminder
score

John Payne (CRD# 2694662) is an Investment Advisor Representative working at Sterling Investment Management, Inc. in Tucson, AZ and has over 20 years of experience in the finance industry.

2
Alec S. Berens
CRD#: 6504172
6262 North Swan Rd., Suite 210, Tucson, AZ 85718
90
Wealthminder
score

Alec Berens (CRD# 6504172) is an Investment Advisor Representative working at Sterling Investment Management, Inc. in Tucson, AZ and has 1 year of experience in the finance industry.

3
James A. Good
CRD#: 6612231
6262 North Swan Rd., Suite 210, Tucson, AZ 85718
90
Wealthminder
score

James Good (CRD# 6612231) is an Investment Advisor Representative working at Sterling Investment Management, Inc. in Tucson, AZ and has 1 year of experience in the finance industry.

4
Arumayta Martinez
CRD#: 6399035
6262 North Swan Rd., Suite 210, Tucson, AZ 85718
88
Wealthminder
score

Arumayta Martinez (CRD# 6399035) is an Investment Advisor Representative working at Sterling Investment Management, Inc. in Tucson, AZ and has over 2 years of experience in the finance industry.

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