STERLING INVESTMENT MANAGEMENT, LLC

TUCSON, Arizona·4 registered advisors·CRD# 112923

SEC# 801-503731520-293-3311

01

Firm Overview

AUM

$371M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at STERLING INVESTMENT MANAGEMENT, LLC

4 registered advisors

Arumayta Martinez Arguello

TUCSON, Arizona

Crandall Legrande Smith

TUCSON, Arizona

Crystal Portillo Kelly

TUCSON, Arizona

John Harman Payne

TUCSON, Arizona

05

Office Locations

TUCSON, Arizona

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Data sourced from SEC Form ADV filings. STERLING INVESTMENT MANAGEMENT, LLC (CRD# 112923) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.