STERLING FINANCIAL ADVISORS, LLC
Total AUM
$138.6M
Employees
8Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1330 BROADCASTING ROAD
WYOMISSING
PA 19610-6008
United States
WYOMISSING
PA 19610-6008
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
610-376-9561
Financials
Total AUM
$138.6M
Accounts
639Discretionary
$0
Accounts
0Non-Discretionary
$138.6M
Accounts
639
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING RETIREMENT PLANS
Compliance
Disclosures
None reported
State Registrations
LANHNJPA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.