Sterling Retirement Group of Sacramento Inc.
● SEC registered since 2023CRD 168397SEC# 801-127819Roseville, CA
Reg. AUM
$253M
Employees
4
Accounts
1,050
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 $253 million in regulatory assets under management and employs 4 people.
Sterling Retirement Group of Sacramento Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary M Frontiera Control | President/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Sterling Retirement Group of Sacramento Inc. manage?
Sterling Retirement Group of Sacramento Inc. reports $253 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 4 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
| Address | 300 Harding Blvd #115, Roseville, CA 95678 |
| Phone | 916-724-1702 |
| Fax | 916-724-1712 |
| Office hours | 8:30-5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$253M▲ 43%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$253Mregulatory AUM
Discretionary $235MNon-discretionary $18M