Assets Under Management
$5.6M
Number of Clients
2
Number of Advisors
1
Average Client AUM
$2.8M
AUM per Advisor
$5.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Toby A. Koehler is an Investment Advisory Representative and owner of Sterling Advisory Services, LLC. She also works as an Operational Manager for the Tax Department at Koehler & Associates, an accounting firm, and is a member of Sterling K. Properties, LLC.
1541 the Alameda, Suite B, San Jose, CA, 95126-2311