Overview
Assets Under Management: $252 million
Headquarters: OLD BRIDGE, NJ
High-Net-Worth Clients: 3
Average Client Assets: $37 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.63
Average High-Net-Worth Client Assets: $37 million
Total Client Accounts: 652
Discretionary Accounts: 627
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 124405
Filing ID: 1964606
Last Filing Date: 2025-03-26 15:38:00
Website: https://sterncm.com