Sterling Investment Counsel is an investment advisor in Buffalo with $543.61 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
811060758
SEC advisor number
801-107624
FINRA CRD number
282624
AUM ?
$656.83 mm
(as of 11 Mar 24)
Accounts
1,939
(as of 11 Mar 24)
Employees
9
(8 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
21 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 May 22