Sterling Wealth Management, Inc.
Sterling Wealth Management, Inc. (CRD# 131304) is a financial advisory firm headquartered in Champaign, IL. They manage $360,592,012 in 203 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management361MILLION
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Total Number of Accounts203ACCOUNTS
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Average Account Value$1,776,315
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, IL, MI, TX
Sharon Allen (CRD# 4832427) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has 1 year of experience in the finance industry.
Daly Andersson (CRD# 5761631) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 13 years of experience in the finance industry.
Raymon Brown (CRD# 2403010) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 30 years of experience in the finance industry.
Seth Elam (CRD# 7241831) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 4 years of experience in the finance industry.
Joseph McAllister (CRD# 7044509) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 4 years of experience in the finance industry.