Sterling Newton, Inc.
Sterling Newton, Inc. (CRD# 139772) is a financial advisory firm headquartered in Jacksonville, FL. They manage $18,507,000 in 131 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts131ACCOUNTS
-
Average Account Value$141,275
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Sterling Newton, Inc.
1
William Newton (CRD# 2062531) is an Investment Advisor Representative working at Sterling Newton, Inc. in Jacksonville, FL and has over 27 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.