Sterling Wealth And Retirement Services, LLC
Sterling Wealth And Retirement Services, LLC (CRD# 291480) is a financial advisory firm headquartered in Lewistown, PA. They manage $6,582,122 in 84 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sterling Wealth And Retirement Services, LLC
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts84ACCOUNTS
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Average Account Value$78,359
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Sterling Wealth And Retirement Services, LLC
1
Brandon Aumiller (CRD# 3242786) is an Investment Advisor Representative working at Sterling Wealth And Retirement Services, LLC in Lewistown, PA and has over 6 years of experience in the finance industry.
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