| Name | Title | Ownership | Since |
|---|---|---|---|
| Glen Andrew Thomas Control | Treasurer | 10-25% | 2022 |
| Matthew Joseph Hannum Control | Secretary | 25-50% | 2019 |
| Nicholas Anthony Nicolette Control | President And Chief Compliance Officer | 25-50% | 2022 |
Sterling Financial Planning Inc reports $671.9 million in regulatory assets under management on its Form ADV.
Sterling Financial Planning Inc reports 8 employees.
Sterling Financial Planning Inc is based in Sparta, NJ and has been SEC-registered since 1998.
Sterling Financial Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 60 Blue Heron Road, Suite 201, Sparta, NJ 07871-2608 |
| Phone | 973-729-1234 |
| Fax | 973-729-8079 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1844278 |
| Discloses disciplinary history | No |
| Discretionary | $428.8M |
| Non-discretionary | $243.1M |
| Total (RAUM) | $671.9M |