← Back to searchVisit website
STERLING RETIREMENT GROUP OF SACRAMENTO
STERLING RETIREMENT GROUP OF SACRAMENTO INC.
CRD 168397 · SEC 801-127819
300 HARDING BLVD #115, ROSEVILLE, CA, 95678, United States
Phone
916-724-1702
Fax
916-724-1712
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$253.0M
Discretionary AUM
$235.0M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersBUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 438 | $187.0M |
| High net worth individuals | 65 | $48.0M |
| Pension/profit sharing plans | 12 | $18.0M |
States served
AZ, CA, ID, NV, OR, TN, WA, TX
All web addresses on file
Official SEC filing: View on IAPD