S
$7.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
41 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-1984
- Office Locations
- 1
Office Locations
65 Madison Ave., Suite 333 Morristown NJ
About Sterling Financial Management, Inc.
Sterling Financial Management, Inc. is a Somerset-based RIA. The firm has been operating for 41 years. Managing $7.1M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$7.1M AVG AUM / ADVISOR
$355.3K AVG AUM / CLIENT
23.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
41yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Technology
Available
Owner & Executives
D
DAVID COHEN
President
- CRD
- #2459808
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,105,454 | -- |
| Total | $7,105,454 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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