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STERLING RETIREMENT GROUP OF SACRAMENTO

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

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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

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 FEE

Firm CRD#:

168397

SEC#:

801-127819

No. of Clients:

663

Assets under Management

$161,000,000

No. of Advisors:

3

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