Sterling Private Investments Inc is a large advisory firm based in Pepper Pike. It manages $35.57 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.
Sterling Private Investments provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sterling Private Investments Inc is $35.57 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sterling Private Investments Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Mccrea Biggar has been acting as President since 1 Dec 1999. Richard Barry Katz joined the executive team most recently as the Vice President.
The principal office where Sterling Private Investments Inc performs its advisory services is located at 3550 Lander Rd Ste 200, Pepper Pike, OH 44124, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (216)831-5018 or by fax (216)831-4069. The normal business hours are 8:00 to 5:00 on Monday - Friday.