Sterling Portfolio Managers
Financial Services • 
Houston, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 12777 Jones Road, Suite 385, Houston, Texas 77070, US |
| Phone number | +18329124272 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Wealth Management, Education Planning, Retirement Planning, Life Insurance, Estate Planning |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contact at Sterling Portfolio Managers
Joseph Or Bassett
Senior Vice President, Wealth Consultant
Sterling Portfolio Managers Email Formats
Sterling Portfolio Managers uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@sterlingportfolios.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@sterlingportfolios.com | 100% |
About Sterling Portfolio Managers
Based in the Greater Houston area, Sterling Portfolio Managers LLC is a financial services firm offering strategies for retirement planning, estate planning, education planning, investment planning, and business owner services. First...Your Trust Matters to Us. As an independent financial services firm, Sterling Portfolio Managers LLC provides objective advice based on each individual client. We build your personal portfolio on your unique, individual needs and your true, "core" risk tolerance. Second...our clients can expect continued personalized attention, as we adapt your portfolio to your life’s ever-changing circumstances. At Sterling Portfolio Managers LLC, we strive to build long-term relationships, and we measure success by how well we meet our clients' goals. _______________ Your Risk Tolerance Analysis: Does your current financial portfolio match your truest tolerance for risk?? Your answer is likely, "I think so." Or, "You know? I'm not really sure." Many people are surprised by what we uncover during our full Portfolio Risk Analysis about their true, core tolerance for risk. Find out for yourself with our full FREE, No Obligation Portfolio Risk Analysis. Call us or come by...we're here to help! ******Or...only have a few minutes...and want to take our quick, online risk tolerance checkup yourself...?? Copy and paste the following link, and complete our quick, easy Risk Tolerance Analysis checkup now. --- https://pro.riskalyze.com/embed/f3af57df29981e9c6390 --- _______________ For our complete Disclosure and list of states where we may discuss and/or transact securities business, visit our website, www.SterlingPortfolios.com. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC, www.finra.org and www.sipc.org. --- Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Sterling Portfolio Managers revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Sterling Portfolio Managers has never raised funding before.
Sterling Portfolio Managers Tech Stack
Discover the technologies and tools that power Sterling Portfolio Managers's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
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JavaScript libraries
CDN
JavaScript libraries
Marketing automation
Security
Analytics
Analytics
UI frameworks
CDN
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