Overview
Assets Under Management: $177 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 45
Average Client Assets: $1.8 million
Frequently Asked Questions
STERLING RETIREMENT GROUP OF SACRAMENTO is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168397), STERLING RETIREMENT GROUP OF SACRAMENTO is subject to fiduciary duty under federal law.
STERLING RETIREMENT GROUP OF SACRAMENTO is headquartered in ROSEVILLE, CA.
STERLING RETIREMENT GROUP OF SACRAMENTO serves 45 high-net-worth clients according to their SEC filing dated May 07, 2025. View client details ↓
According to their SEC Form ADV, STERLING RETIREMENT GROUP OF SACRAMENTO offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STERLING RETIREMENT GROUP OF SACRAMENTO manages $177 million in client assets according to their SEC filing dated May 07, 2025.
According to their SEC Form ADV, STERLING RETIREMENT GROUP OF SACRAMENTO serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.01%
Average Client Assets: $1.8 million
Total Client Accounts: 1,124
Discretionary Accounts: 1,124
Regulatory Filings
CRD Number: 168397
Filing ID: 1988176
Last Filing Date: 2025-05-07 15:57:00