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Sterling Retirement Group of Sacramento
STERLING RETIREMENT GROUP OF SACRAMENTO is an SEC-registered investment adviser in ROSEVILLE, CA, registered since 2023. The firm manages $253 million in...
Sterling Retirement Group of Sacramento
STERLING RETIREMENT GROUP OF SACRAMENTO is an SEC-registered investment adviser in ROSEVILLE, CA, registered since 2023. The firm manages $253 million in assets, with $235 million managed on a discretionary basis. It employs 4 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Roseville
Corporate office
Sacramento, CA, United States
Principals
the firm
financial advisory firm
Sector focus
Frequently asked questions
Who runs investment decisions at Sterling Retirement Group of Sacramento?
The firm's specific leadership structure is not publicly available. As a registered investment adviser, investment decisions are made by the firm's advisory team, likely under the supervision of a chief compliance officer.
How does Sterling Retirement Group source proprietary deal flow?
The firm does not appear to source proprietary deals. It operates as a retail-focused RIA, investing clients' assets in publicly traded securities through standard brokerage channels.
Is Sterling Retirement Group structured as a single family office or an RIA?
The firm is structured as a registered investment adviser (RIA), not a family office. Its services target retirement planning for individual clients, not concentrated wealth management for a single family.
What investment stages does Sterling Retirement Group typically target?
The firm focuses on late-stage retirement planning and capital preservation rather than venture or growth-stage investing. Its strategies emphasize income generation and low-volatility asset allocation.
What is Sterling Retirement Group's known posture on co-investments?
No public information suggests the firm engages in co-investments or direct private equity deals. Its investment approach appears limited to liquid public-market securities.
Where does the underlying wealth come from?
Client wealth at Sterling Retirement Group originates from the earned income and savings of individual retirees and pre-retirees in the Sacramento region.
Does Sterling Retirement Group maintain philanthropic structures?
No public information indicates that Sterling Retirement Group operates connected philanthropic foundations or vehicles. Client charitable planning may be offered as a service.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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