STERLING FINANCIAL MANAGEMENT, INC.

STERLING FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 123268). Regulatory assets under management: $7.1M.

Registration

• CRD: 123268
• Type: Registered investment adviser
• Phone: 973-285-0200
• Latest filing: 2025-08-28
• Regulatory AUM: $7.1M
• Non-discretionary AUM: $7.1M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123268 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search