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STERLING ADVISORY SERVICES, LLC
CRD 169827
1541 THE ALAMEDA, SUITE B, SAN JOSE, CA, 95126-2311, United States
Phone
408-213-6902
Fax
408-286-7405
Registration
— (—)
Source
State registered
Total AUM
$6.2M
Discretionary AUM
$3.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $6.2M |
All web addresses on file
Official SEC filing: View on IAPD