Overview
Assets Under Management: $77 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 16
Average Client Assets: $3.7 million
Frequently Asked Questions
STERLING WEALTH ADVISORS 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 #269892), STERLING WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
STERLING WEALTH ADVISORS LLC is headquartered in NEW YORK, NY.
STERLING WEALTH ADVISORS LLC serves 16 high-net-worth clients according to their SEC filing dated February 28, 2018. View client details ↓
According to their SEC Form ADV, STERLING WEALTH ADVISORS LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
STERLING WEALTH ADVISORS LLC manages $77 million in client assets according to their SEC filing dated February 28, 2018.
According to their SEC Form ADV, STERLING WEALTH ADVISORS LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.38%
Average Client Assets: $3.7 million
Total Client Accounts: 75
Discretionary Accounts: 65
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 269892
Filing ID: 1172120
Last Filing Date: 2018-02-28 12:39:00