Sterling Range Financial Management

Finance · 11-50 Employees

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Overview

Phone Number

(802) 585-1062

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Sterling Range Financial Management

Sterling Range is an independent investment advisory firm based in the United States, specializing in managing custom investment portfolios for high net worth individuals, non-profits, and corporations. The firm emphasizes integrity, deep institutional knowledge, and an unbiased view of the investment landscape, adhering to a fiduciary standard of care. Their services include strategic planning, global asset allocation, discretionary portfolio management, tax-aware investing, and behavioral coaching, all tailored to meet the unique needs of their clients. Sterling Range focuses on long-term diversified asset allocations to maximize investment success while minimizing costs.Explore more
Popular SearchesSterling Range Financial Management LLCRange Financial Management LLCSterling RangeSIC Code 62,628NAICS Code 52,523Show more

Sterling Range Financial Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sterling Range Financial ...

<$5M
11-50
Private
-
2012
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
1-10
Private
-
2009
DM
Dana MahoneyManager, Client Services
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2015
JH
Jami HeistenManager, Client Service Extraordinaire Office Personality
<$5M
1-10
Private
-
1997
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sterling Range Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sterling Range Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sterling Range Financial Management.

Sterling Range Financial Management Tech Stack

A closer look at the technologies used by Sterling Range Financial Management

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Frequently Asked Questions Regarding Sterling Range Financial Management

What is Sterling Range Financial Management's official website?
Sterling Range Financial Management's official website is www.sterlingrange.com
What is Sterling Range Financial Management's Revenue?
Sterling Range Financial Management's revenue is <$5 Million
What is Sterling Range Financial Management's SIC code?
Sterling Range Financial Management's SIC: 62,628
What is Sterling Range Financial Management's NAICS code?
Sterling Range Financial Management's NAICS: 52,523
How many employees does Sterling Range Financial Management have?
Sterling Range Financial Management has 11-50 employees
What industry does Sterling Range Financial Management belong to?
Sterling Range Financial Management is in the industry of: Finance, Securities Trading
What is Sterling Range Financial Management competition?
Sterling Range Financial Management top competitors include: MoonDance Investment Advisors, LLC, Eppolito Financial Strategies, Heisten Financial, Journey Capital Advisers
What technology does Sterling Range Financial Management use?
Some of the popular technologies that Sterling Range Financial Management uses are: Sentry, Enom DNS Hosting, Google Cloud Web Serving, Google Cloud Platform
How do I contact Sterling Range Financial Management?
Sterling Range Financial Management contact info: Phone number: (802) 585-1062 Website: www.sterlingrange.com
What does Sterling Range Financial Management do?

Sterling Range is an independent investment advisory firm based in the United States, specializing in managing custom investment portfolios for high net worth individuals, non-profits, and corporations. The firm emphasizes integrity, deep institutional knowledge, and an unbiased view of the investment landscape, adhering to a fiduciary standard of... care. Their services include strategic planning, global asset allocation, discretionary portfolio management, tax-aware investing, and behavioral coaching, all tailored to meet the unique needs of their clients. Sterling Range focuses on long-term diversified asset allocations to maximize investment success while minimizing costs.Read More

Is Sterling Range Financial Management a public company?
Sterling Range Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Sterling Range Financial Management

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