Sterling Investment Advisors
Financial Services • 
Tredyffrin, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 1055 Westlakes Drive Suite 150, Berwyn, PA 19312, US |
| Phone number | +16105600400 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Wealth Management, Financial Planning, Investment Portfolios Analysis |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Key Contacts at Sterling Investment Advisors
David Newcomb
Director Of Portfolio Mgmt
Matthew Croley
Director Of Operations
Sterling Dyson
Business Owner
Sterling Investment Advisors Email Formats
Sterling Investment Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@sterling-advisors.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@sterling-advisors.com | 100% |
About Sterling Investment Advisors
Sterling Investment Advisors, Ltd. is a SEC registered investment advisory firm based in Berwyn, PA. Sterling offers wealth management and advisory services to individual and corporate clients. At Sterling, we provide our clients with a personal financial planning experience. Our unique investment philosophy allows our clients to pursue and achieve their financial dreams Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Sterling Investment Advisors, Ltd. [“SIA”]), or any non-investment related content, made reference to directly or indirectly in this social media page will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from SIA. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. SIA is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the SIA’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.sterling-advisors.com.
Sterling Investment Advisors revenue & valuation
| Annual revenue | $27,100,000 |
| Revenue per employee | $1,931,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $86,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Sterling Investment Advisors has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Sterling Investment Advisors has never raised funding before.
Frequently asked questions
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