MARSHALL + STERLING WEALTH ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,586,218,016
Discretionary
$418,238,732
Non-discretionary
$1,167,979,284
Firm details
- CRD number
- 164345
- SEC file number
- 801-78688
- Main office
- POUGHKEEPSIE, NY, United States
- Employees
- 15
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.