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STERLING MANOR FINANCIAL, LLC
CRD 284218 · SEC 801-107975
18 DIVISION STREET, SUITE 202, SARATOGA SPRINGS, NY, 12866, United States
Phone
518-583-4040
Fax
(518) 583-4624
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.0M
Discretionary AUM
$199.6M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 339 | $94.1M |
| High net worth individuals | 54 | $105.2M |
| Pension/profit sharing plans | 1 | $800K |
| Charitable organizations | 1 | $920K |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD