| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Mary Whetstone Control | Chief Compliance Officer | Under 5% | 2020 |
| Sean Michael Flatley Control | Treasurer | 5-10% | 2006 |
| Timothy Edward Flatley Control | President | Over 75% | 2000 |
Sterling Investment Advisors Ltd. reports $961.4 million in regulatory assets under management on its Form ADV.
Sterling Investment Advisors Ltd. reports 8 employees.
Sterling Investment Advisors Ltd. is based in Berwyn, PA and has been SEC-registered since 2006.
Sterling Investment Advisors Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1055 Westlakes Drive, Suite 150, Berwyn, PA 19312 |
| Phone | 610-560-0400 |
| Fax | 610-560-0401 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1701132 |
| Discloses disciplinary history | No |
| Discretionary | $961.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $961.4M |