|
⚲
|
| Stern Capital Management Inc
✚
| |
|---|---|
| CRD # | 124405 |
| SEC # | 801-110311 |
| CIK # | |
| AUM | $218.4 MM (2024-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 732-679-7050 |
| Address | 18 Throckmorton Lane Old Bridge, NJ 08857 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 586 | 103.1 |
| (b) Individuals (high net worth individuals) | 50 | 113.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 643 | 218.4 |
| By Discretionary | ||
| Discretionary | 617 | 218.1 |
| Non-Discretionary | 26 | 0.3 |
| Total | 643 | 218.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.4 | |
| Total | 643 | 218.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ransom Advisory Ltd
✚
|
RI | 0.2 |
|
Comprehensive Financial Planning Corporation
✚
|
VA | 0.2 |
|
WYZE Wealth Advisors LLC
✚
|
PA | 0.2 |
|
The Yanker Group Inc
✚
|
MO | 0.2 |
|
Fourth Dimension Wealth LLC
✚
|
OH | 0.2 |
|
Orion Capital Management LLC
✚
|
CA | 0.2 |
|
Silver Oak Wealth Advisors Services LLC
✚
|
CA | 0.2 |
|
Tucker Jr Douglas Ray
✚
|
AL | 0.2 |
|
The Fauser Group LLC
✚
|
WA | 0.2 |
|
Full Financial Inc
✚
|
CO | 0.2 |