Active
STERLING FINANCIAL PLANNING INC
Investment Advice|SPARTA, NJ
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$671.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 428.8M |
| Non-Discretionary | 243.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 108664 |
| SEC Number | 801-56025 |
| Street Address | 60 BLUE HERON ROAD, SUITE 201 |
| Location | SPARTA, NJ 07871-2608 |
| Country | United States |
| Phone | 973-729-1234 |
| Fax | 973-729-8079 |
| Total Employees | 8 |
Client Count by Type (560 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 351 |
| High Net Worth Individual… | 194 |
| Charitable Organizations | 7 |
| Corporations/Businesses | 5 |
| Pension/Profit Sharing Pl… | 3 |
Community Partners
BOROUGH OF ANDOVER
BOROUGH OF BRANCHVILLE
BOROUGH OF FRANKLIN
BOROUGH OF HAMBURG
BOROUGH OF HOPATCONG
BOROUGH OF OGDENSBURG
BOROUGH OF STANHOPE
BOROUGH OF SUSSEX
BYRAM TOWNSHIP HALL
COUNTY OF SUSSEX
FREDON TOWNSHIP OF
TOWN OF NEWTON
TOWNSHIP OF ANDOVER
TOWNSHIP OF BYRAM
TOWNSHIP OF FRANKFORD
TOWNSHIP OF FREDON
TOWNSHIP OF GREEN
TOWNSHIP OF HAMPTON
TOWNSHIP OF LAFAYETTE
TOWNSHIP OF MONTAGUE
BOROUGH OF ANDOVER
BOROUGH OF BRANCHVILLE
BOROUGH OF FRANKLIN
BOROUGH OF HAMBURG
BOROUGH OF HOPATCONG
BOROUGH OF OGDENSBURG
BOROUGH OF STANHOPE
BOROUGH OF SUSSEX
BYRAM TOWNSHIP HALL
COUNTY OF SUSSEX
FREDON TOWNSHIP OF
TOWN OF NEWTON
TOWNSHIP OF ANDOVER
TOWNSHIP OF BYRAM
TOWNSHIP OF FRANKFORD
TOWNSHIP OF FREDON
TOWNSHIP OF GREEN
TOWNSHIP OF HAMPTON
TOWNSHIP OF LAFAYETTE
TOWNSHIP OF MONTAGUE
BOROUGH OF ANDOVER
BOROUGH OF BRANCHVILLE
BOROUGH OF FRANKLIN
BOROUGH OF HAMBURG
BOROUGH OF HOPATCONG
BOROUGH OF OGDENSBURG
BOROUGH OF STANHOPE
BOROUGH OF SUSSEX
BYRAM TOWNSHIP HALL
COUNTY OF SUSSEX
FREDON TOWNSHIP OF
TOWN OF NEWTON
TOWNSHIP OF ANDOVER
TOWNSHIP OF BYRAM
TOWNSHIP OF FRANKFORD
TOWNSHIP OF FREDON
TOWNSHIP OF GREEN
TOWNSHIP OF HAMPTON
TOWNSHIP OF LAFAYETTE
TOWNSHIP OF MONTAGUE
Municipal Government
27 Active
27
Organizations
LAKE MUSCONETCONG REGIONAL PLANNING BOARD
SUSSEX COUNTY MUNICIPAL UTILITIES AUTHORITY
LAKE MUSCONETCONG REGIONAL PLANNING BOARD
SUSSEX COUNTY MUNICIPAL UTILITIES AUTHORITY
LAKE MUSCONETCONG REGIONAL PLANNING BOARD
SUSSEX COUNTY MUNICIPAL UTILITIES AUTHORITY
Special District
2 Active
2
Organizations
ANDOVER REG SCH DIST
BYRAM TWP SCH DIST
FRANKFORD TWP SCH DIST
FRANKLIN BORO SCH DIST
FREDON TWP SCH DIST
GREEN TWP SCH DIST
HAMBURG BOROUGH SCHOOL DISTRICT
HAMPTON TWP SCH DIST
HARDYSTON TWP SCH DIST
HIGH PT REGIONAL DIST
HOPATCONG SCHOOL DIST
KITTATINNY REGIONAL SCH DIST
LAFAYETTE TWP SCH DIST
LENAPE VALLEY REGIONAL HIGH SCH DIST
MONTAGUE TWP SCH DIST
NEWTON TOWN SCH DIST
OGDENSBURG BORO SCH DIST
SANDYSTON-WALPACK SCHOOL DIST
SPARTA TWP SCH DIST
STANHOPE BORO SCH DIST
ANDOVER REG SCH DIST
BYRAM TWP SCH DIST
FRANKFORD TWP SCH DIST
FRANKLIN BORO SCH DIST
FREDON TWP SCH DIST
GREEN TWP SCH DIST
HAMBURG BOROUGH SCHOOL DISTRICT
HAMPTON TWP SCH DIST
HARDYSTON TWP SCH DIST
HIGH PT REGIONAL DIST
HOPATCONG SCHOOL DIST
KITTATINNY REGIONAL SCH DIST
LAFAYETTE TWP SCH DIST
LENAPE VALLEY REGIONAL HIGH SCH DIST
MONTAGUE TWP SCH DIST
NEWTON TOWN SCH DIST
OGDENSBURG BORO SCH DIST
SANDYSTON-WALPACK SCHOOL DIST
SPARTA TWP SCH DIST
STANHOPE BORO SCH DIST
ANDOVER REG SCH DIST
BYRAM TWP SCH DIST
FRANKFORD TWP SCH DIST
FRANKLIN BORO SCH DIST
FREDON TWP SCH DIST
GREEN TWP SCH DIST
HAMBURG BOROUGH SCHOOL DISTRICT
HAMPTON TWP SCH DIST
HARDYSTON TWP SCH DIST
HIGH PT REGIONAL DIST
HOPATCONG SCHOOL DIST
KITTATINNY REGIONAL SCH DIST
LAFAYETTE TWP SCH DIST
LENAPE VALLEY REGIONAL HIGH SCH DIST
MONTAGUE TWP SCH DIST
NEWTON TOWN SCH DIST
OGDENSBURG BORO SCH DIST
SANDYSTON-WALPACK SCHOOL DIST
SPARTA TWP SCH DIST
STANHOPE BORO SCH DIST
School District
28 Active
28
Organizations
059 FRED S BURROUGHS NORTH JERSEY CHAPTER OF TROUT UNLIMITED
200 CLUB OF SUSSEX COUNTY
2D NEW JERSEY BRIGADE INC
2ND CHANCE FARM EQUINE ASSISTED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
6TH GRADE RECOGNITION FUND
A CHANGE FOR NICK
ADAPTIVE SPORTS PROGRAM AT MOUNTAIN CREEK
A DAY AWAY
After Baby Comes LLC
AGLOW INTERNATIONAL
AGX BASEBALL
059 FRED S BURROUGHS NORTH JERSEY CHAPTER OF TROUT UNLIMITED
200 CLUB OF SUSSEX COUNTY
2D NEW JERSEY BRIGADE INC
2ND CHANCE FARM EQUINE ASSISTED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
6TH GRADE RECOGNITION FUND
A CHANGE FOR NICK
ADAPTIVE SPORTS PROGRAM AT MOUNTAIN CREEK
A DAY AWAY
After Baby Comes LLC
AGLOW INTERNATIONAL
AGX BASEBALL
059 FRED S BURROUGHS NORTH JERSEY CHAPTER OF TROUT UNLIMITED
200 CLUB OF SUSSEX COUNTY
2D NEW JERSEY BRIGADE INC
2ND CHANCE FARM EQUINE ASSISTED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
6TH GRADE RECOGNITION FUND
A CHANGE FOR NICK
ADAPTIVE SPORTS PROGRAM AT MOUNTAIN CREEK
A DAY AWAY
After Baby Comes LLC
AGLOW INTERNATIONAL
AGX BASEBALL
Nonprofit Organization
899 Active
899
Organizations
Community Partners107 organizations
BOROUGH OF ANDOVER
Municipal Government·ANDOVER
BOROUGH OF STANHOPE
Municipal Government·STANHOPE
BOROUGH OF SUSSEX
Municipal Government·SUSSEX
BYRAM TOWNSHIP HALL
Municipal Government·STANHOPE
COUNTY OF SUSSEX
Municipal Government·NEWTON
FREDON TOWNSHIP OF
Municipal Government·NEWTON
TOWN OF NEWTON
Municipal Government·NEWTON
TOWNSHIP OF FRANKFORD
Municipal Government·AUGUSTA
TOWNSHIP OF GREEN
Municipal Government·ANDOVER
TOWNSHIP OF HAMPTON
Municipal Government·NEWTON
TOWNSHIP OF MONTAGUE
Municipal Government·MONTAGUE
WANTAGE TOWNSHIP
Municipal Government·SUSSEX
LAKE MUSCONETCONG REGIONAL PLANNING BOARD
Special District·STANHOPE
SUSSEX COUNTY MUNICIPAL UTILITIES AUTHORITY
Special District·LAFAYETTE
SUSSEX COUNTY CHARTER SCHOOL FOR TECHNOLOGY
School District·SPARTA
059 FRED S BURROUGHS NORTH JERSEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·SPARTA
200 CLUB OF SUSSEX COUNTY
Nonprofit Organization·NEWTON
2D NEW JERSEY BRIGADE INC
Nonprofit Organization·Newton
2ND CHANCE FARM EQUINE ASSISTED
Nonprofit Organization·VERNON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Newton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Newton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Newton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Newton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Newton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Newton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Newton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Newton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Newton
6TH GRADE RECOGNITION FUND
Nonprofit Organization·Stillwater
A CHANGE FOR NICK
Nonprofit Organization·Vernon
ADAPTIVE SPORTS PROGRAM AT MOUNTAIN CREEK
Nonprofit Organization·Vernon
A DAY AWAY
Nonprofit Organization·SPARTA
After Baby Comes LLC
Nonprofit Organization·Sparta
AGLOW INTERNATIONAL
Nonprofit Organization·Newton
AGX BASEBALL
Nonprofit Organization·greendell
AIR FORCE ASSOCIATION
Nonprofit Organization·BRANCHVILLE
ALAN P WESTRA MEMORIAL FUND
Nonprofit Organization·BRANCHVILLE
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Stanhope
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·sparta
AMAZON AUTUMN INC
Nonprofit Organization·Augusta
AMERICAN BANTAM ASSOCIATION INC
Nonprofit Organization·AUGUSTA
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·HOPATCONG
AMERICAN FEDERATIONS OF TEACHERS
Nonprofit Organization·Newton
AMERICAN INDIAN CULTURAL EXCHANGE COMMITTEE INC
Nonprofit Organization·WANTAGE
AMERICAN INDUSTRIAL HYGIENE ASSOCIATION
Nonprofit Organization·NEWTON
AMERICAN LEGION
Nonprofit Organization·Newton
AMERICAN LEGION
Nonprofit Organization·BRANCHVILLE
American Legion 213 Charles Auberger Post
Nonprofit Organization·Sussex
AMERICAN LEGION AUXIL1ARY CHARLES AUBERGER UNIT 213
Nonprofit Organization·Sussex
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Branchville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Newton
American Legion Musconetcong Post 278
Nonprofit Organization·Stanhope
AMERICAN MANGALITSA BREEDERS ASSOCIATION
Nonprofit Organization·Branchville
A MIRAGLIOTTA FOUNDATION
Nonprofit Organization·NEWTON
AMP THE VIBE INC
Nonprofit Organization·NEWTON
ANDOVER REGIONAL EDUCATIONAL FOUNDATION TR
Nonprofit Organization·Newton
ANDOVER TOWNSHIP FOP LODGE 177 N
Nonprofit Organization·NEWTON
ANDOVER TOWNSHIP VOLUNTEER FIRE
Nonprofit Organization·NEWTON
ANIMAL RESCUE SERVICE INC
Nonprofit Organization·Newton
ANTHRO OUTDOORS ADVENTURES
Nonprofit Organization·Hopatcong
ANTI BULLY SQUAD A NJ NONPROFIT CORPORATION
Nonprofit Organization·STANHOPE
ARABIAN HORSE SOCIETY OF NEW JERSEY INC
Nonprofit Organization·Newton
ARCHANGELUS MINISTRIES
Nonprofit Organization·STANHOPE
ARISE NJ A NJ NONPROFIT CORPORATION
Nonprofit Organization·Augusta
ART DIRECTORS CLUB OF NEW JERSEY
Nonprofit Organization·Franklin