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STERLING WEALTH MANAGEMENT, INC.
STERLING WEALTH MANAGEMENT, INC.
CHAMPAIGN, Illinois
·
2 registered advisors
·
CRD# 131304
SEC# 801-112948
0
217-398-1900
01
Firm Overview
AUM
$361M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STERLING WEALTH MANAGEMENT, INC.
2 registered advisors
Martin P. Allen
CHAMPAIGN, Illinois
CRD# 6775309
Sharon Christine Allen
CHAMPAIGN, Illinois
CRD# 4832427
05
Office Locations
CHAMPAIGN, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. STERLING WEALTH MANAGEMENT, INC. (CRD# 131304) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.