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Building 2STERLING FINANCIAL SERVICES, LLC

Map pinCONCORD, NH
Phone603-224-1010
NotebookSEC #801-71022
Total AUM
$48M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 LOUDON ROAD, SUITE 505
CONCORD
NH 03301
United States
Operating Hours
9-4
Monday - Friday
Phone
603-224-1010

ReceiptFinancials

Total AUM
$48M
Accounts
633
Discretionary
$27.9M
Accounts
305
Non-Discretionary
$20.1M
Accounts
328

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NH

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

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