|
⚲
|
| Sterling Financial Planning Inc
✚
|
|
|---|---|
| CRD # | 108664 |
| SEC # | 801-56025 |
| CIK # | 0001844278 |
| AUM | $760.8 M (2026-03-27) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 973-729-1234 |
| Address | 60 Blue Heron Road, Suite 201 Sparta, NJ 07871-2608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 20.7 | ||
| SPDR Gold Trust | 4.6 | ||
| Apple Inc | 4.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 350 | 126.9 |
| (b) Individuals (high net worth individuals) | 212 | 615.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.9 |
| (h) Charitable organizations | 8 | 14.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,639 | 760.8 |
| By Discretionary | ||
| Discretionary | 1,095 | 487.5 |
| Non-Discretionary | 544 | 273.2 |
| Total | 1,639 | 760.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 758.7 | |
| Total | 1,639 | 760.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844278] |
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|---|---|---|
|
Buffalo Business & Estate Services Ltd
✚
|
NY | 0.8 |
|
Perennial Advisors LLC
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|
NY | 0.8 |
|
American Wealth Management
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|
NV | 0.8 |
|
SFG Wealth Management LLC
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|
MD | 0.8 |
|
Independent Family Office LLC
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|
NY | 0.8 |
|
Hughes Financial Services LLC
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|
VA | 0.8 |
|
Strong Tower Advisory Services LLC
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|
MN | 0.8 |
|
Provident Wealth Management LLC
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|
TN | 0.8 |
|
Paratus Financial Inc
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|
TX | 0.8 |
|
Hi-Line Capital Management LLC
✚
|
SD | 0.8 |