Back to top

Sterling Investment Advisors,LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Core 1-5 Year USD Bond ETF $6,038,000

    Assets

    Assets

    Last updated on Feb. 3, 2017
      • $112.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 267
        Accounts
      • $420.0K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    1

    name start date
    James Gatlin Jones
    March 1996

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James Gatlin Jones Managing Member January, 1996 75% or more
      John Ashley Jones Chief Compliance Officer October, 2004 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees