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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sterling Manor Financial LLC
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| CRD # | 284218 |
| SEC # | 801-107975 |
| CIK # | 0001842015 |
| AUM | $171.2 M (2025-03-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 518-583-4040 |
| Address | 18 Division Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 2.6 | |
| Microsoft Corp | 0.9 | |
| Amazon Com Inc | 0.8 | |
| General Electric Co | 0.5 | |
| Oneok Inc /New/ | 0.5 | |
| J P Morgan Chase & Co | 0.3 | |
| Broadcom Inc | 0.3 | |
| International Business Machines Corp | 0.3 | |
| Wal Mart Stores Inc | 0.3 | |
| Coca Cola Co | 0.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 358 | 90.0 |
| (b) Individuals (high net worth individuals) | 42 | 79.9 |
| (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 | 1 | 0.5 |
| (h) Charitable organizations | 1 | 0.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 949 | 171.2 |
| By Discretionary | ||
| Discretionary | 932 | 170.0 |
| Non-Discretionary | 17 | 1.2 |
| Total | 949 | 171.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.2 | |
| Total | 949 | 171.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001842015] |
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|---|---|---|
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|
Cedarstone Advisors
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|
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