1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STERLING WEALTH MANAGEMENT, INC.

Map pinCHAMPAIGN, IL
Phone217-398-1900
NotebookSEC #801-71251
Total AUM
$39.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 N. NEIL STREET, SUITE 305
CHAMPAIGN
IL 61820
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
217-398-1900

ReceiptFinancials

Total AUM
$39.3M
Accounts
113
Discretionary
$26.2M
Accounts
103
Non-Discretionary
$13.2M
Accounts
10

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
WEALTH MANAGEMENT, INVESTMENT & NON-INVESTMENT CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

View all affiliates →

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

Feature requires an account