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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2012
- Office Locations
- 1
Office Locations
About William Palmer Associates, LLC
Sterling Capital Management LLC is an SEC-registered investment adviser founded in 1970 and headquartered in Charlotte, NC. The firm builds customized portfolios and provides asset allocation analysis and related advisory services for affluent individuals and businesses, and supports financial professionals and institutional investors as well. Sterling Capital is an indirect, wholly owned subsidiary of Guardian Capital Group Limited and operates with a broad in-house investment and client service team.
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Investment Themes
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Owner & Executives
WILLIAM WARE PALMER III
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1040810
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,280,368 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,280,368 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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