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).
Total Assets Under Management11MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$173,846
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
William Newton (CRD# 2062531) is an Investment Advisor Representative working at Sterling Newton, Inc. in Jacksonville, FL and has over 19 years of experience in the finance industry.