STERLING FINANCIAL SERVICES, LLC

CONCORD, New Hampshire·1 registered advisor·CRD# 135505
SEC# 801-71022603-224-1010
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STERLING FINANCIAL SERVICES, LLC

1 registered advisor
James Edward Knee
CONCORD, New Hampshire
05

Office Locations

CONCORD, New Hampshire
1 advisor

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Data sourced from SEC Form ADV filings. STERLING FINANCIAL SERVICES, LLC (CRD# 135505) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.