# Sterling Retirement Group of Sacramento

Sterling Retirement Group of Sacramento is a RIA based in Roseville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Roseville, United States
- **Region:** North America
- **Address:** Sacramento, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 168397
- **SEC file number:** 801-127819
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168397

## About

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.

## Sectors

- Wealth Management
- Retirement Planning
- Financial Advisory

## People

- the firm — financial advisory firm

## 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.

## Related profiles

- [Hickman Financial, LLC](https://altss.com/profile/hickman-financial-llc)
- [FI401K ADVISORS](https://altss.com/profile/fi401k-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sterling-retirement-group-of-sacramento

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