Sterling Investment Advisors is an investment advisor in Berwyn with $688.08 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
233034280
SEC advisor number
801-66769
FINRA CRD number
140710
AUM ?
$745.78 mm
(as of 21 Mar 24)
Accounts
1,391
(as of 21 Mar 24)
Employees
9
(8 investment advisory or research)
Address
Sterling Investment Advisors
1055 WESTLAKES DRIVE
SUITE 150
BERWYN
PA 19312
1055 WESTLAKES DRIVE
SUITE 150
BERWYN
PA 19312
Phone
6105600400
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21