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STERLING ASSET MANAGEMENT CO INC

· CRD 112825 · IAPD ↗ · 518-265-6968

$87.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — STERLING ASSET MANAGEMENT CO INC reported RAUM up 33% ($65.4M -> $86.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.