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Home > Retirement Planners > new jersey > old bridge > STERN CAPITAL MANAGEMENT, INC.
STERN CAPITAL MANAGEMENT, INC.
18 Throckmorton Lane
Suite 201
Old Bridge, New Jersey 08857
Tel: 732-679-7050
About STERN CAPITAL MANAGEMENT, INC.
STERN CAPITAL MANAGEMENT, INC, formally registered with the SEC as STERN CAPITAL MANAGEMENT, INC. The firm was established in 04/11/2017. They have over 1 offices throughout the country.
STERN CAPITAL MANAGEMENT, INC. is a Old Bridge, New Jersey based Financial Planning firm with nearly $218,389,829 assets under management, offering retirement planning & investment advisory services to 643 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124405 |
| SEC# | 801-110311 |
| Assets Managed by Firm | $218,389,829 |
| No. of Clients | 643 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 643 | $218,389,829 |
| Individuals (other than high net worth individuals) | 586 | $103,100,321 |
| High net worth individuals | 50 | $113,854,654 |
| Charitable organizations | 7 | $1,434,854 |
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