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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sterling Retirement Group of Sacramento Inc
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| CRD # | 168397 |
| SEC # | 801-127819 |
| CIK # | |
| AUM | $177.0 M (2025-05-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 916-724-1702 |
| Address | 300 Harding Blvd 115 Roseville, CA 95678 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 359 | 81.4 |
| (b) Individuals (high net worth individuals) | 45 | 83.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 12.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,124 | 177.0 |
| By Discretionary | ||
| Discretionary | 1,124 | 177.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,124 | 177.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.0 | |
| Total | 1,124 | 177.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenshields Capital LLC
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|
CA | 0.2 |
|
Santa FE Advisors LLC
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|
NM | 0.2 |
|
H C Denison Co
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|
WI | 0.2 |
|
Union Capital Company
✚
|
AZ | 0.2 |
|
Torren Management LLC
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|
CA | 0.2 |
|
Endeavor Advisors LLC
✚
|
TX | 0.2 |
|
Stark Wealth Management LLC
✚
|
PA | 0.2 |
|
Aspen Private Advisors LLC
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|
SD | 0.2 |
|
Gibraltar Wealth Management LLC
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|
PA | 0.2 |
|
Roundangle Advisors LLC
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|
NJ | 0.2 |