STERLING CAPITAL MANAGEMENT INC

BROOKFIELD, Wisconsin·2 registered advisors·CRD# 106822
SEC# 801-541070262-970-9700
01

Firm Overview

AUM
$214M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STERLING CAPITAL MANAGEMENT INC

2 registered advisors
Thomas John Portz
BROOKFIELD, Wisconsin
Timothy John Portz
BROOKFIELD, Wisconsin
05

Office Locations

BROOKFIELD, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. STERLING CAPITAL MANAGEMENT INC (CRD# 106822) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.