STERN CAPITAL MANAGEMENT, INC.
Old Bridge, New Jersey
5.0
4 Reviews
Stern Capital Management, Inc. is a reputable investment advisory firm headquartered in Old Bridge, NJ. With over 560 individual clients and assets under management exceeding $192,934,000, they have established themselves as a trusted partner in the financial industry. Offering a range of services, including insurance brokerage, Stern Capital Management, Inc. caters to the diverse needs of their clientele. A significant portion of their assets under management comes from employer 401Ks and individuals, showcasing their expertise and experience in this sector. The firm manages all of their clients' assets on a discretionary basis,...
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Assets Under Mgmt

$192.93M

Investment Professionals

3

Locations

0

% 401K & Individual

52%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Insurance broker or agent
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