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| Sterling Retirement Group of Sacramento Inc
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|
|---|---|
| CRD # | 168397 |
| SEC # | 801-127819 |
| CIK # | |
| AUM | $253.0 M (2026-03-26) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 916-724-1702 |
| Address | 300 Harding Blvd 115 Roseville, CA 95678 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 438 | 187.0 |
| (b) Individuals (high net worth individuals) | 65 | 48.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 18.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,050 | 253.0 |
| By Discretionary | ||
| Discretionary | 1,035 | 235.0 |
| Non-Discretionary | 15 | 18.0 |
| Total | 1,050 | 253.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.0 | |
| Total | 1,050 | 253.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Decatur Capital Management Inc
✚
|
GA | 0.3 |
|
Alpha Analytics Investment Group LLC
✚
|
CA | 0.3 |
|
Impact Capital LLC
✚
|
MD | 0.3 |
|
MHS Advisory Services LLC
✚
|
MN | 0.3 |
|
Pacific Wealth Strategies Group Inc
✚
|
CA | 0.3 |
|
Robbins Farley LLC
✚
|
NH | 0.3 |
|
Aurora Investment Counsel
✚
|
GA | 0.3 |
|
Treasure Investment Management LLC
✚
|
AZ | 0.3 |
|
GHE LLC
✚
|
TN | 0.3 |
|
Lee Kelleher & Klein Wealth Management LLC
✚
|
0.3 |