STERLING INVESTMENT MANAGEMENT, LLC

STERLING INVESTMENT MANAGEMENT
WEST PALM BEACH, Florida·13 registered advisors·CRD# 174707
SEC# 801-809030561-835-1810
01

Firm Overview

AUM
$2.0B
Regulatory assets under management
Employees
46
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
03

Specialties

Retirement Planning
04

Advisors at STERLING INVESTMENT MANAGEMENT, LLC

13 registered advisors
Adam Lee Munder
WEST PALM BEACH, Florida
Andrea Beth Kosoy
WEST PALM BEACH, Florida
Andrew Jason Prentice
WEST PALM BEACH, Florida
Brian Daniel Kosoy
WEST PALM BEACH, Florida
Craig Alex Mueller
PALM BEACH, Florida
Dale John Belock
WEST PALM BEACH, Florida
Daniel Richard Defazio
WEST PALM BEACH, Florida
Elisabeth Lupica Munder
WEST PALM BEACH, Florida
Gregory Scott Moross
WEST PALM BEACH, Florida
Jerry Joe Dykstra
WEST PALM BEACH, Florida
Jordan Michael Fried
WEST PALM BEACH, Florida
Robert Dale Dake
WEST PALM BEACH, Florida
Robert Elmer Estes
WEST PALM BEACH, Florida
05

Office Locations

WEST PALM BEACH, Florida
12 advisors
PALM BEACH, Florida
1 advisor

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Data sourced from SEC Form ADV filings. STERLING INVESTMENT MANAGEMENT, LLC (CRD# 174707) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.