Sterling Advisory Services, LLC
Sterling Advisory Services, LLC (CRD# 169827) is a financial advisory firm headquartered in San Jose, CA. They manage $16,825,200 in 68 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts68ACCOUNTS
Average Account Value$247,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Elizabeth Flores (CRD# 4617040) is an Investment Advisor Representative working at Sterling Advisory Services, LLC in San Jose, CA and has over 15 years of experience in the finance industry.