Stern Brothers Asset Management, LLC

Stern Brothers Asset Management, LLC (CRD# 152735) is a financial advisory firm headquartered in Denton, TX. They manage $11,385,000 in 51 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $223,235
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NV, TX

Financial Advisors at Stern Brothers Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William P. Stern
CRD#: 2735897
4801 John Carrell Road, Denton, TX 76207
93
Wealthminder
score

William Stern (CRD# 2735897) is an Investment Advisor Representative working at Stern Brothers Asset Management, LLC in Denton, TX and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.