Sterling Newton, Inc.

Sterling Newton, Inc. (CRD# 139772) is a financial advisory firm headquartered in Jacksonville, FL. They manage $11,300,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $173,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Sterling Newton, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William S. Newton
CRD#: 2062531
1548 The Greens Way, Jacksonville, FL 32250
83
Wealthminder
score

William Newton (CRD# 2062531) is an Investment Advisor Representative working at Sterling Newton, Inc. in Jacksonville, FL and has over 20 years of experience in the finance industry.

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