Sterling Financial Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 123268
- Website
- www.sterlingfm.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sterling Financial Management, Inc. operates as an independent registered investment advisor (RIA) focused on serving individual and family clients. The firm engages in various business activities, including acting as a registered representative of a broker-dealer and functioning as an insurance broker. Sterling Financial Management provides financial planning services and portfolio management tailored for individuals and small businesses. The firm is also an active investor in environmental, social, and governance (ESG) initiatives, reflecting a commitment to responsible investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
1 of 1David Cohen
Registered PrincipalCRD 2459808
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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