Overview
Assets Under Management: $201 million
Headquarters: SARATOGA SPRINGS, NY
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
STERLING MANOR FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284218), STERLING MANOR FINANCIAL, LLC is subject to fiduciary duty under federal law.
STERLING MANOR FINANCIAL, LLC is headquartered in SARATOGA SPRINGS, NY.
STERLING MANOR FINANCIAL, LLC serves 54 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, STERLING MANOR FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
STERLING MANOR FINANCIAL, LLC manages $201 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, STERLING MANOR FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.41
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 924
Discretionary Accounts: 907
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 284218
Filing ID: 2047525
Last Filing Date: 2026-02-04 14:48:44