RIA Intel›Advisers›Arizona›STERLING INVESTMENT ADVISOR, INC.

STERLING INVESTMENT ADVISOR, INC.

Advisory

MESA, AZ

Data as of Jun 11, 2020 · Source: SEC Form ADV

Average account

$44K

across 265 accounts

AUM per adviser

$2M

6 advisers

Source: SEC Form ADV. Figures as filed Jun 11, 2020.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$12M

Discretionary AUM$7M

Non-Discretionary AUM$5M

Discretionary %57.1%

Total Clients265

Team

Total Employees7

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

265 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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