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Building 2STERLING FINANCIAL ADVISORS, LLC

Map pin
Phone402-970-9300
NotebookSEC #801-126400
Total AUM
$144.6M
Employees
4
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00A.M. - 4:00 P.M.
Monday - Friday
Phone
402-970-9300
Other Offices
2

ReceiptFinancials

Total AUM
$144.6M
Accounts
321
Discretionary
$118.6M
Accounts
261
Non-Discretionary
$26M
Accounts
60

ContactClients

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Individual Clients
92
AUM
$28.7M
HNW Individual Clients
51
AUM
$97.4M
Pension/Profit Sharing Plan Clients
1
AUM
$11.2M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
1
AUM
$6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAMNNE

HandshakeAffiliates

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

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