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BURNHAM STERLING ASSET MANAGEMENT LLC

COS COB, CT · CRD 283907 · IAPD ↗ · burnhamsterling.com · 203-862-4800

$206.8MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
August 2024 — BURNHAM STERLING ASSET MANAGEMENT LLC (COS COB, CT) is newly SEC-registered with $200.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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