STERLING RETIREMENT GROUP OF SACRAMENTO INC.

STERLING RETIREMENT GROUP OF SACRAMENTO INC. of ROSEVILLE, CA is an SEC-registered investment adviser (CRD 168397). Regulatory assets under management: $253.0M.

Registration

• CRD: 168397
• SEC file number: 801-127819
• Type: Registered investment adviser
• Location: 300 HARDING BLVD #115, ROSEVILLE, CA, 95678
• Phone: 916-724-1702
• Latest filing: 2026-03-26
• Regulatory AUM: $253.0M
• Discretionary AUM: $235.0M
• Non-discretionary AUM: $18.0M
• Clients: 4
• Accounts: 1,050

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168397 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search