Skip to content

Arumayta Martinez Arguello

Investment adviser representative at Sterling Investment Management, LLC
11 yearsExperience
3 statesRegistered in
CFADesignation
$409.2MFirm assets

Are you Arumayta Martinez Arguello? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Sterling Investment Management, LLCDec 2014 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 3 states (AZ, CA, CO).

Sterling Investment Management, LLC

$409.2MAssets managed
151Clients
4Advisers
30 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6399035
Firm CRD
112923
Advisor's SEC record (opens in a new tab)
CallContact this firm