$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
23 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-21-2003
- Office Locations
- 1
Office Locations
104 Jamesville Road Dewitt NY
About Sterling IMC
Sterling Investments Management Corporation is an owner-operated, boutique San Diego County property management and brokerage firm serving property owners and tenants. Since 2002, it has managed multi-family, single-family, and mixed-use rentals with a hands-on, responsive approach, emphasizing direct communication, transparent reporting, and tight control of maintenance costs to support owners’ profitability.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$157.2K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
J
JAY PHILLIP CARTINI
President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,873,351 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,873,351 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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