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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sterling Financial Planning Inc
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| CRD # | 108664 |
| SEC # | 801-56025 |
| CIK # | 0001844278 |
| AUM | $671.9 M (2025-03-26) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 973-729-1234 |
| Address | 60 Blue Heron Road, Suite 201 Sparta, NJ 07871-2608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 17.4 | ||
| SPDR Gold Trust | 3.9 | ||
| Apple Inc | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 122.4 |
| (b) Individuals (high net worth individuals) | 194 | 532.9 |
| (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 | 3 | 4.3 |
| (h) Charitable organizations | 7 | 9.7 |
| (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 | 5 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,602 | 671.9 |
| By Discretionary | ||
| Discretionary | 1,023 | 428.8 |
| Non-Discretionary | 579 | 243.1 |
| Total | 1,602 | 671.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 671.5 | |
| Total | 1,602 | 671.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844278] |
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