PPrivate Fund Data Log in Join · $37/mo

Sterling Retirement Group of Sacramento Inc.

● SEC registered since 2023CRD 168397SEC# 801-127819Roseville, CA
Export (members)
Reg. AUM
$177M
Employees
3
Accounts
1,124
Location
Roseville, CA

Sterling Retirement Group of Sacramento Inc. assets under management

Sterling Retirement Group of Sacramento Inc. is an investment advisory firm registered with the SEC based in Roseville, CA. The firm has been registered since 2023. It reports $177 million in regulatory assets under management and employs 3 people.
www.facebook.com/sterling-retirement-group-of-sacramento-1441608879489362View on SEC.gov ↗

Sterling Retirement Group of Sacramento Inc. owners & executives

1 reported
NameTitleOwnershipSince
Gary M Frontiera ControlPresident/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Sterling Retirement Group of Sacramento Inc. manage?

Sterling Retirement Group of Sacramento Inc. reports $177 million in regulatory assets under management on its Form ADV.

How many employees does Sterling Retirement Group of Sacramento Inc. have?

Sterling Retirement Group of Sacramento Inc. reports 3 employees.

Where is Sterling Retirement Group of Sacramento Inc. located?

Sterling Retirement Group of Sacramento Inc. is based in Roseville, CA and has been SEC-registered since 2023.

Does Sterling Retirement Group of Sacramento Inc. disclose fund performance?

Sterling Retirement Group of Sacramento Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Harding Blvd #115, Roseville, CA 95678
Phone916-724-1702
Fax916-724-1712
Office hours8:30-5:00
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$177M
Non-discretionary$0
Total (RAUM)$177M