STERLING FINANCIAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$144,596,398
Discretionary
$118,584,030
Non-discretionary
$26,012,368
Firm details
- CRD number
- 107783
- SEC file number
- 801-126400
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.