Gerald
Van Horn

Sterling Capital Management LLC

CRD#4568501
Investment Advisor
in King Of Prussia, PA

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About this Advisor

Gerald Van Horn is a financial advisor based in King Of Prussia, Pennsylvania, working with Sterling Capital Management LLC. Gerald has previously held positions at Sterling Capital Management LLC and Stratton Management Company. Gerald has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Gerald is part of Sterling Capital Management LLC, which operates out of King Of Prussia, Pennsylvania. The firm has 5 offices and 181 employees. The firm manages assets totaling $66.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Sterling Capital Management LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

150 South Warner Road Suite 201
King Of Prussia, PA 19406-2826

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Sterling Capital Management LLC Brokerage Details

Total Assets Under Management

$66,746,472,114

PA Average: $3,625,019,099
Total Number of Employees

181

PA Average: 22
Total Number of Accounts

3,215

PA Average: 1,917
Average Account Size

$20,760,956

PA Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Gerald Van Horn Work History

2015 - Present (9 years)

Sterling Capital Management LLC

1998 - 2015 (17 years)

Stratton Management Company

Disclosures

Please visit the SEC profile of Gerald Van Horn 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 Capital Management LLC

Daniel Calabretta
Charlotte, NC
Michael Knorr
Charlotte, NC
Stacey Smith Bryant
Charlotte, NC
John Flowers
Charlotte, NC
Michael Kypreos
King Of Prussia, PA
James Atkins
Charlotte, NC
Richard Petruzzo
Jupiter, FL
Margaret Oleary
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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