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Home > Retirement Planners > new york > saratoga springs > STERLING MANOR FINANCIAL, LLC
STERLING MANOR FINANCIAL, LLC
18 Division Street
Suite 202
Saratoga Springs, New York 12866
Tel: 518-583-4040
About STERLING MANOR FINANCIAL, LLC
STERLING MANOR FINANCIAL, LLC, formally registered with the SEC as STERLING MANOR FINANCIAL, LLC. The firm was established in 06/24/2016. They have over 1 offices throughout the country.
STERLING MANOR FINANCIAL, LLC is a Saratoga Springs, New York based Financial Planning firm with nearly $160,086,000 assets under management, offering retirement planning & investment advisory services to 893 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284218 |
| SEC# | 801-107975 |
| Assets Managed by Firm | $160,086,000 |
| No. of Clients | 893 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 893 | $160,086,000 |
| Individuals (other than high net worth individuals) | 394 | $96,153,000 |
| High net worth individuals | 31 | $63,204,000 |
| Charitable organizations | 1 | $729,000 |
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