Arumayta
Arguello
Sterling Investment Management, LLC
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About this Advisor
Arumayta Arguello is a financial advisor working in Tucson, Arizona with 9 years of relevant experience. Arguello is currently employed by Sterling Investment Management, LLC. Their career trajectory has included roles at Sterling Investment Management Inc, Bbva Compass Bank and Crossfit Purgatory. Arguello has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Arizona and Texas. Sterling Investment Management, LLC is a registered investment firm operating out of Tucson, AZ. It has a total of eight advisors. It has $342 million in assets between its 420 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves nine charities and foundations. Of its 420 customer accounts, 46% are associated with high-net-worth investors who have greater than $1 million in assets. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on which services are offered. However, fee types billed by Sterling Investment Management, LLC can be comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sterling Investment Management, LLC Brokerage Details
$341,521,932
8
420
$813,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Arumayta Arguello Work History
Arumayta has been registered as a financial advisor for 9 years.*
Sterling Investment Management Inc
Crossfit Purgatory
Bbva Compass Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Arumayta Arguello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sterling Investment Management, LLC
Tucson, AZ
Tucson, AZ
Tucson, AZ
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