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Building 2STERLING FINANCIAL PLANNING INC

Map pinSPARTA, NJ
Phone973-729-1234
NotebookSEC #801-56025
Total AUM
$760.8M
Employees
8
Clients
578

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 BLUE HERON ROAD, SUITE 201
SPARTA
NJ 07871-2608
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
973-729-1234

ReceiptFinancials

Total AUM
$760.8M
Accounts
1,639
Discretionary
$487.5M
Accounts
1,095
Non-Discretionary
$273.2M
Accounts
544

ContactClients

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Individual Clients
350
AUM
$126.9M
HNW Individual Clients
212
AUM
$615.3M
Pension/Profit Sharing Plan Clients
2
AUM
$1.9M
Charitable Organization Clients
8
AUM
$14.5M
Corporation or Business Clients
6
AUM
$2.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMAMENCNHNJNYPASCTNTXVAVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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