Crystal Portillo Kelly is listed as Chief Compliance Officer at Sterling Investment Management, LLC in Tucson, AZ. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Sterling Investment Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Crystal Portillo Kelly work?
Crystal Portillo Kelly is listed as Chief Compliance Officer at Sterling Investment Management, LLC on SEC Form ADV.
How much of Sterling Investment Management, LLC does Crystal Portillo Kelly own?
Form ADV reports a beneficial ownership band of 5-10%.