Sterling Wealth Advisors, Inc.
Sterling Wealth Advisors, Inc. (CRD# 124121) is a financial advisory firm headquartered in Plantation, FL. They manage $164,376,313 in 421 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management164MILLION
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Total Number of Accounts421ACCOUNTS
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Average Account Value$390,443
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Sterling Wealth Advisors, Inc.
1
Elizabeth Barrett (CRD# 2826888) is an Investment Advisor Representative working at Sterling Wealth Advisors, Inc. in Plantation, FL and has over 26 years of experience in the finance industry.
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