STIRLING WEALTH ADVISORS LLC
STIRLING WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 281761). Regulatory assets under management: $156.6M.
Registration
- CRD: 281761
- SEC file number: 801-115012
- Type: Registered investment adviser
- Phone: 908-362-7709
- Latest filing: 2022-02-08
- Regulatory AUM: $156.6M
- Discretionary AUM: $3.7M
- Non-discretionary AUM: $152.9M
- Clients: 1
- Accounts: 142
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| LAMBERT MICHAEL DAVID | MANAGING MEMBER/CCO | — |
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