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Building 2STERLING MANOR FINANCIAL, LLC

Map pinSARATOGA SPRINGS, NY
Phone518-583-4040
NotebookSEC #801-107975
Total AUM
$201M
Employees
3
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 DIVISION STREET
SUITE 202
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
518-583-4040

ReceiptFinancials

Total AUM
$201M
Accounts
924
Discretionary
$199.6M
Accounts
907
Non-Discretionary
$1.4M
Accounts
17

ContactClients

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Individual Clients
339
AUM
$94.1M
HNW Individual Clients
54
AUM
$105.2M
Pension/Profit Sharing Plan Clients
1
AUM
$799.9K
Charitable Organization Clients
1
AUM
$919.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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