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Building 2STERLING WEALTH MANAGEMENT, INC.

Map pinCHAMPAIGN, IL
Phone217-398-1900
NotebookSEC #801-112948
Total AUM
$494.6M
Employees
7
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 N. NEIL STREET, SUITE 203
CHAMPAIGN
IL 61820
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
217-398-1900

ReceiptFinancials

Total AUM
$494.6M
Accounts
737
Discretionary
$494.6M
Accounts
737
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
103
AUM
$34.7M
HNW Individual Clients
131
AUM
$409.1M
Charitable Organization Clients
3
AUM
$32.9M
Corporation or Business Clients
3
AUM
$18M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOILMITX

HandshakeAffiliates

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

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