STERLING FINANCIAL SERVICES, LLC
CRD #135505 SEC #801-71022 CONCORD, NH 603-224-1010
SEC Registered
Total AUM
$48M
Discretionary
$27.9M
Employees
1
Clients
51
Accounts
633
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $48M | $27.9M | $20.1M | 1 | 300 |
| May 2012 | $48M | $27.9M | $20.1M | 1 | 300 |
| May 2012 | $48M | $27.9M | $20.1M | 1 | 300 |
| Mar 2012 | $48M | $27.9M | $20.1M | 1 | 300 |
| Mar 2012 | $48M | $27.9M | $20.1M | 1 | 300 |
| Apr 2011 | $47.2M | $25.1M | $22.1M | 5 | -- |
| Mar 2011 | $46.7M | $24M | $22.7M | 5 | -- |
| Mar 2011 | $26M | $26M | $0 | 5 | -- |
| Jan 2010 | $26M | $26M | $0 | 5 | -- |
| Jan 2010 | $26M | $26M | $0 | 5 | -- |
| Jan 2010 | $26M | $26M | $0 | 5 | -- |
DateJun 2012
Total AUM$48M
Discretionary$27.9M
Non-Disc.$20.1M
Employees1
Clients300
DateMay 2012
Total AUM$48M
Discretionary$27.9M
Non-Disc.$20.1M
Employees1
Clients300
DateMay 2012
Total AUM$48M
Discretionary$27.9M
Non-Disc.$20.1M
Employees1
Clients300
DateMar 2012
Total AUM$48M
Discretionary$27.9M
Non-Disc.$20.1M
Employees1
Clients300
DateMar 2012
Total AUM$48M
Discretionary$27.9M
Non-Disc.$20.1M
Employees1
Clients300
DateApr 2011
Total AUM$47.2M
Discretionary$25.1M
Non-Disc.$22.1M
Employees5
Clients--
DateMar 2011
Total AUM$46.7M
Discretionary$24M
Non-Disc.$22.7M
Employees5
Clients--
DateMar 2011
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--