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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...
Overview
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
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.
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.
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