Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > champaign > STERLING WEALTH MANAGEMENT, INC.
STERLING WEALTH MANAGEMENT, INC.
301 N. Neil Street, Suite 203
Champaign, Illinois 61820
Tel: 217-398-1900
About STERLING WEALTH MANAGEMENT, INC.
STERLING WEALTH MANAGEMENT, INC, formally registered with the SEC as STERLING WEALTH MANAGEMENT, INC. The firm was established in 04/26/2018. They have over 1 offices throughout the country.
STERLING WEALTH MANAGEMENT, INC. is a Champaign, Illinois based Financial Planning firm with nearly $360,592,012 assets under management, offering retirement planning & investment advisory services to 203 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131304 |
| SEC# | 801-112948 |
| Assets Managed by Firm | $360,592,012 |
| No. of Clients | 203 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 203 | $360,592,012 |
| Individuals (other than high net worth individuals) | 80 | $19,859,039 |
| High net worth individuals | 117 | $309,501,907 |
| Charitable organizations | 4 | $25,782,040 |
| Corporations or other businesses | 2 | $5,449,026 |
More Retirement Planning firms in Champaign, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
Explore More Retirement Advisors in Champaign, Illinois