STERLING FINANCIAL ADVISORS, LLC
CRD #111962 SEC #801-69356 WYOMISSING, PA 610-376-9561
SEC Registered
Total AUM
$104.9M
Discretionary
$0
Employees
8
Clients
1
Accounts
499
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $138.6M | $0 | $138.6M | 8 | 300 |
| Mar 2014 | $121.2M | $0 | $121.2M | 7 | 300 |
| Apr 2013 | $104.9M | $0 | $104.9M | 8 | 300 |
| Mar 2013 | $104.9M | $0 | $104.9M | 8 | 300 |
| Mar 2012 | $102.4M | $0 | $102.4M | 6 | 200 |
| Feb 2012 | $102.8M | $0 | $102.8M | 6 | 200 |
| Aug 2011 | $102.8M | $0 | $102.8M | 10 | -- |
DateMar 2015
Total AUM$138.6M
Discretionary$0
Non-Disc.$138.6M
Employees8
Clients300
DateMar 2014
Total AUM$121.2M
Discretionary$0
Non-Disc.$121.2M
Employees7
Clients300
DateApr 2013
Total AUM$104.9M
Discretionary$0
Non-Disc.$104.9M
Employees8
Clients300
DateMar 2013
Total AUM$104.9M
Discretionary$0
Non-Disc.$104.9M
Employees8
Clients300
DateMar 2012
Total AUM$102.4M
Discretionary$0
Non-Disc.$102.4M
Employees6
Clients200
DateFeb 2012
Total AUM$102.8M
Discretionary$0
Non-Disc.$102.8M
Employees6
Clients200
DateAug 2011
Total AUM$102.8M
Discretionary$0
Non-Disc.$102.8M
Employees10
Clients--