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Building 2STIRLING WEALTH ADVISORS LLC

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Phone908-362-7709
NotebookSEC #801-115012
Total AUM
$156.6M
Employees
1
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
908-362-7709

ReceiptFinancials

Total AUM
$156.6M
Accounts
142
Discretionary
$3.7M
Accounts
4
Non-Discretionary
$152.9M
Accounts
138

ContactClients

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Individual Clients
2
AUM
$1.7M
HNW Individual Clients
21
AUM
$154.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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

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