← Back to searchVisit website
STERN CAPITAL MANAGEMENT, INC.
CRD 124405 · SEC 801-110311
18 THROCKMORTON LANE, SUITE 201, OLD BRIDGE, NJ, 08857, United States
Phone
732-679-7050
Fax
732-679-7068
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$297.7M
Discretionary AUM
$295.1M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 582 | $120.8M |
| High net worth individuals | 67 | $175.5M |
| Charitable organizations | 7 | $1.4M |
States served
CA, GA, NJ, NY, NC, PA, SC, VA, FL
All web addresses on file
Official SEC filing: View on IAPD