DIRECTORY OF REGISTERED ADVISORS
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STERLING FINANCIAL PLANNING INC
Tel: 973-729-1234
60 Blue Heron Road, Suite 201 Sparta, New Jersey 07871-2608
STERLING FINANCIAL PLANNING INC
STERLING FINANCIAL PLANNING INC is a Sparta, New Jersey based financial advisory firm with nearly $623,209,769 in assets under management and provides investment advisory services for 1575 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (ADVICE ON MATTERS NOT INVOLVING SECURITIES.)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSET
Firm CRD#:
108664
SEC#:
801-56025
No. of Clients:
1575
Assets under Management
$623,209,769
No. of Advisors:
8
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