Sterling Investment Management is an investment advisor in Tucson with $337.72 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
860802628
SEC advisor number
801-50373
FINRA CRD number
112923
AUM ?
$371.20 mm
(as of 26 Mar 24)
Accounts
402
(as of 26 Mar 24)
Employees
8
(4 investment advisory or research)
Address
Sterling Investment Management
6262 N. SWAN ROAD, SUITE 210
TUCSON
AZ 85718
6262 N. SWAN ROAD, SUITE 210
TUCSON
AZ 85718
Phone
5202933311
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22