Sterling Wealth And Retirement Services, LLC

Sterling Wealth And Retirement Services, LLC (CRD# 291480) is a financial advisory firm headquartered in Lewistown, PA. They manage $6,582,122 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
144 West Market Street, Lewistown, PA 17044
http://www.sterlingwealthretirement.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $78,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Sterling Wealth And Retirement Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brandon Aumiller, financial advisor Lewistown PA
Brandon L. Aumiller
CRD#: 3242786
144 West Market Street, Lewistown, PA 17044

Brandon Aumiller (CRD# 3242786) is an Investment Advisor Representative working at Sterling Wealth And Retirement Services, LLC in Lewistown, PA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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