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STERLING RETIREMENT GROUP OF SACRAMENTO

300 Harding Blvd #115
Roseville, California 95678
Tel: 916-724-1702

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About STERLING RETIREMENT GROUP OF SACRAMENTO

STERLING RETIREMENT GROUP OF SACRAMENTO, formally registered with the SEC as STERLING RETIREMENT GROUP OF SACRAMENTO. The firm was established in 05/19/2023. They have over 1 offices throughout the country.

STERLING RETIREMENT GROUP OF SACRAMENTO is a Roseville, California based Financial Planning firm with nearly $112,000,000 assets under management, offering retirement planning & investment advisory services to 885 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#168397
SEC#801-127819
Assets Managed by Firm$112,000,000
No. of Clients885
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Commision Based
  • Other(REFERRAL FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total885$112,000,000
Individuals (other than high net worth individuals)350$100,000,000
High net worth individuals10$12,000,000

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