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

Building 2MARSHALL + STERLING WEALTH ADVISORS, INC.

Map pinPOUGHKEEPSIE, NY
Phone845-554-1046
NotebookSEC #801-78688
Total AUM
$1.6B
Employees
15
Clients
902

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
278 MILL STREET
SUITE 301
POUGHKEEPSIE
NY 12601
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
845-554-1046
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,536
Discretionary
$418.2M
Accounts
1,449
Non-Discretionary
$1.2B
Accounts
87

ContactClients

View more in analytics →

Individual Clients
700
AUM
$191.7M
HNW Individual Clients
91
AUM
$153.6M
Pension/Profit Sharing Plan Clients
95
AUM
$1.2B
Charitable Organization Clients
8
AUM
$3M
Insurance Company Clients
1
AUM
$22.6M
Corporation or Business Clients
7
AUM
$46.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNJNYPASCTXVI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account