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STERLING RETIREMENT GROUP OF SACRAMENTO
300 Harding Blvd #115
Roseville, California 95678
Tel: 916-724-1702
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 $161,000,000 assets under management, offering retirement planning & investment advisory services to 663 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168397 |
| SEC# | 801-127819 |
| Assets Managed by Firm | $161,000,000 |
| No. of Clients | 663 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Other (REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (BUSINESS CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 663 | $161,000,000 |
| Individuals (other than high net worth individuals) | 537 | $109,000,000 |
| High net worth individuals | 42 | $45,000,000 |
| Pension and profit sharing plans | 7 | $7,000,000 |
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