STERLING MANOR FINANCIAL, LLC
CRD #284218 SEC #801-107975 SARATOGA SPRINGS, NY 518-583-4040
SEC Registered
Total AUM
$171.2M
Discretionary
$170M
Employees
3
Clients
10
Accounts
949
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $171.2M | $170M | $1.2M | 3 | 4 |
| Jan 2025 | $160.1M | $158.6M | $1.5M | 3 | 4 |
| Feb 2024 | $160.1M | $158.6M | $1.5M | 3 | 4 |
| Jan 2024 | $151.5M | $149.8M | $1.7M | 3 | 0 |
| Jan 2024 | $151.5M | $149.8M | $1.7M | 3 | 0 |
| Sep 2023 | $151.5M | $149.8M | $1.7M | 3 | 0 |
| Jun 2023 | $151.5M | $149.8M | $1.7M | 3 | 0 |
| Mar 2023 | $151.5M | $149.8M | $1.7M | 4 | 0 |
| Feb 2023 | $151.5M | $149.8M | $1.7M | 4 | 0 |
| Mar 2022 | $163.8M | $160.3M | $3.5M | 4 | 2 |
| Mar 2021 | $141.6M | $131.2M | $10.4M | 4 | 3 |
| Feb 2021 | $141.6M | $131.2M | $10.4M | 4 | 3 |
| Jul 2020 | $104.1M | $102.6M | $1.6M | 4 | 1 |
| May 2020 | $104.1M | $102.6M | $1.6M | 4 | 1 |
| Feb 2020 | $104.1M | $102.6M | $1.6M | 4 | 1 |
| Oct 2019 | $70.6M | $70M | $623.5K | 4 | 3 |
| Apr 2019 | $70.6M | $70M | $623.5K | 4 | 3 |
| Mar 2019 | $70.6M | $70M | $623.5K | 4 | 3 |
| Jan 2019 | $70.6M | $70M | $623.5K | 3 | 3 |
| Nov 2018 | $70.7M | $68.3M | $2.4M | 3 | 9 |
| Jul 2018 | $70.7M | $68.3M | $2.4M | 4 | 9 |
| Jun 2018 | $70.7M | $68.3M | $2.4M | 5 | 9 |
| Mar 2018 | $70.7M | $68.3M | $2.4M | 5 | 9 |
| Feb 2018 | $70.7M | $68.3M | $2.4M | 5 | 9 |
| Feb 2018 | $70.7M | $68.3M | $2.4M | 5 | 9 |
| Sep 2017 | $56.6M | $55M | $1.6M | 5 | 253 |
| Sep 2017 | $56.6M | $55M | $1.6M | 5 | 253 |
| Feb 2017 | $56.6M | $55M | $1.6M | 5 | 253 |
| Jan 2017 | $56.6M | $55M | $1.6M | 5 | 253 |
| Nov 2016 | $49.7M | $48.2M | $1.5M | 5 | 256 |
| Oct 2016 | $49.7M | $48.2M | $1.5M | 5 | 0 |
| Sep 2016 | $0 | $0 | $0 | 5 | 0 |
| Jul 2016 | $0 | $0 | $0 | 5 | 0 |
| Jul 2016 | $0 | $0 | $0 | 6 | 0 |
| Jul 2016 | $0 | $0 | $0 | 6 | 0 |
| Jun 2016 | $0 | $0 | $0 | 6 | 0 |
| Jun 2016 | $0 | $0 | $0 | 6 | 0 |
| Jun 2016 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$171.2M
Discretionary$170M
Non-Disc.$1.2M
Employees3
Clients4
DateJan 2025
Total AUM$160.1M
Discretionary$158.6M
Non-Disc.$1.5M
Employees3
Clients4
DateFeb 2024
Total AUM$160.1M
Discretionary$158.6M
Non-Disc.$1.5M
Employees3
Clients4
DateJan 2024
Total AUM$151.5M
Discretionary$149.8M
Non-Disc.$1.7M
Employees3
Clients0
DateJan 2024
Total AUM$151.5M
Discretionary$149.8M
Non-Disc.$1.7M
Employees3
Clients0
DateSep 2023
Total AUM$151.5M
Discretionary$149.8M
Non-Disc.$1.7M
Employees3
Clients0
DateJun 2023
Total AUM$151.5M
Discretionary$149.8M
Non-Disc.$1.7M
Employees3
Clients0
DateMar 2023
Total AUM$151.5M
Discretionary$149.8M
Non-Disc.$1.7M
Employees4
Clients0
DateFeb 2023
Total AUM$151.5M
Discretionary$149.8M
Non-Disc.$1.7M
Employees4
Clients0
DateMar 2022
Total AUM$163.8M
Discretionary$160.3M
Non-Disc.$3.5M
Employees4
Clients2
DateMar 2021
Total AUM$141.6M
Discretionary$131.2M
Non-Disc.$10.4M
Employees4
Clients3
DateFeb 2021
Total AUM$141.6M
Discretionary$131.2M
Non-Disc.$10.4M
Employees4
Clients3
DateJul 2020
Total AUM$104.1M
Discretionary$102.6M
Non-Disc.$1.6M
Employees4
Clients1
DateMay 2020
Total AUM$104.1M
Discretionary$102.6M
Non-Disc.$1.6M
Employees4
Clients1
DateFeb 2020
Total AUM$104.1M
Discretionary$102.6M
Non-Disc.$1.6M
Employees4
Clients1
DateOct 2019
Total AUM$70.6M
Discretionary$70M
Non-Disc.$623.5K
Employees4
Clients3
DateApr 2019
Total AUM$70.6M
Discretionary$70M
Non-Disc.$623.5K
Employees4
Clients3
DateMar 2019
Total AUM$70.6M
Discretionary$70M
Non-Disc.$623.5K
Employees4
Clients3
DateJan 2019
Total AUM$70.6M
Discretionary$70M
Non-Disc.$623.5K
Employees3
Clients3
DateNov 2018
Total AUM$70.7M
Discretionary$68.3M
Non-Disc.$2.4M
Employees3
Clients9
DateJul 2018
Total AUM$70.7M
Discretionary$68.3M
Non-Disc.$2.4M
Employees4
Clients9
DateJun 2018
Total AUM$70.7M
Discretionary$68.3M
Non-Disc.$2.4M
Employees5
Clients9
DateMar 2018
Total AUM$70.7M
Discretionary$68.3M
Non-Disc.$2.4M
Employees5
Clients9
DateFeb 2018
Total AUM$70.7M
Discretionary$68.3M
Non-Disc.$2.4M
Employees5
Clients9
DateFeb 2018
Total AUM$70.7M
Discretionary$68.3M
Non-Disc.$2.4M
Employees5
Clients9
DateSep 2017
Total AUM$56.6M
Discretionary$55M
Non-Disc.$1.6M
Employees5
Clients253
DateSep 2017
Total AUM$56.6M
Discretionary$55M
Non-Disc.$1.6M
Employees5
Clients253
DateFeb 2017
Total AUM$56.6M
Discretionary$55M
Non-Disc.$1.6M
Employees5
Clients253
DateJan 2017
Total AUM$56.6M
Discretionary$55M
Non-Disc.$1.6M
Employees5
Clients253
DateNov 2016
Total AUM$49.7M
Discretionary$48.2M
Non-Disc.$1.5M
Employees5
Clients256
DateOct 2016
Total AUM$49.7M
Discretionary$48.2M
Non-Disc.$1.5M
Employees5
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0