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Building 2STERLING RETIREMENT GROUP OF SACRAMENTO

Map pinROSEVILLE, CA
Phone916-724-1702
NotebookSEC #801-127819
Total AUM
$253M
Employees
4
Clients
515

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 HARDING BLVD #115
ROSEVILLE
CA 95678
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
916-724-1702

ReceiptFinancials

Total AUM
$253M
Accounts
1,050
Discretionary
$235M
Accounts
1,035
Non-Discretionary
$18M
Accounts
15

ContactClients

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Individual Clients
438
AUM
$187M
HNW Individual Clients
65
AUM
$48M
Pension/Profit Sharing Plan Clients
12
AUM
$18M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS CONSULTING
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNVORTNTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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