STERLING RETIREMENT GROUP OF SACRAMENTO - Financial Advisor in California, Roseville

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

About STERLING RETIREMENT GROUP OF SACRAMENTO

STERLING RETIREMENT GROUP OF SACRAMENTO is a Roseville, California based financial advisory firm with nearly $161,000,000 in assets under management and provides investment advisory services for 663 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

168397

Firm SEC#:

801-127819

Assets Under Management:

$161,000,000

No. of Clients:

663

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (BUSINESS CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Other (REFERRAL FEES)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-79170

1144

$1,376,377,609

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$548,304,123

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