Sterling Investment Advisors is an investment advisor in Bolivar with $195.70 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431736364
SEC advisor number
801-63925
FINRA CRD number
117287
AUM ?
$195.70 mm
(as of 14 Apr 22)
Accounts
261
(as of 14 Apr 22)
Employees
4
(2 investment advisory or research)
Address
Sterling Investment Advisors
2095 S BOSTON PLACE
BOLIVAR
MO 65613
2095 S BOSTON PLACE
BOLIVAR
MO 65613
Office hours
Monday - Friday, 8:00 A.M - 5:00 P.M.
Phone
417-777-7677
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Jones, James, Gatlin | Managing Member | 01/1996 | > 75% |
| Jones, John, Ashley | Chief Compliance Officer | 10/2004 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21
13F-HR
Quarterly holdings report by institutional manager
28 Jul 21
13F-HR
Quarterly holdings report by institutional manager
19 Apr 21
13F-HR
Quarterly holdings report by institutional manager
27 Jan 21
13F-HR
Quarterly holdings report by institutional manager
14 Oct 20