CRD: 164893
Sterling Range Financial Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-08-2012
- Office Locations
- 1
Office Locations
About Sterling Range Financial Management, LLC
Sterling Range Financial Management is a fully independent, fee-only RIA providing discretionary, custom portfolio management and planning for high-net-worth individuals, nonprofits, and corporations. The firm builds globally diversified, tax-aware total-return allocations using low-cost, highly liquid vehicles—ETFs as the primary tool, with flexibility for other funds and individual securities. Founded in 2012 by former Evercore institutional sales VP Brinton J. Moore.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRINTON JOHN MOORE
Managing Member - Cco, Senior Vice President
- CRD
- #4588413
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $98,552,633 | -- |
| Non-Discretionary | $0 | -- |
| Total | $98,552,633 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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