Overview
Assets Under Management: $361 million
Headquarters: CHAMPAIGN, IL
High-Net-Worth Clients: 116
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 203
Discretionary Accounts: 203
Regulatory Filings
CRD Number: 131304
Last Filing Date: 2024-03-13 00:00:00
Website: https://sterlingwealthmanagement.com