STERLING RETIREMENT GROUP OF SACRAMENTO INC.
Legal name: STERLING RETIREMENT GROUP OF SACRAMENTO
CRD #168397 SEC #801-127819 ROSEVILLE, CA 916-724-1702
SEC Registered
Total AUM
$177M
Discretionary
$177M
Employees
3
Clients
10
Accounts
1,124
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $177M | $177M | $0 | 3 | 0 |
| Mar 2025 | $177M | $177M | $0 | 3 | 0 |
| Jul 2024 | $161M | $154M | $7M | 3 | 0 |
| Mar 2024 | $161M | $154M | $7M | 3 | 0 |
| May 2023 | $112M | $112M | $0 | 3 | 0 |
| Mar 2023 | $112M | $112M | $0 | 3 | 0 |
DateMay 2025
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$177M
Discretionary$177M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$161M
Discretionary$154M
Non-Disc.$7M
Employees3
Clients0
DateMar 2024
Total AUM$161M
Discretionary$154M
Non-Disc.$7M
Employees3
Clients0
DateMay 2023
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees3
Clients0