Sterling Retirement Group Of Sacramento

Sterling Retirement Group Of Sacramento (CRD# 168397) is a financial advisory firm headquartered in Roseville, CA. They manage $112,000,000 in 885 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

300 Harding Blvd #115, Roseville, CA 95678

http://www.facebook.com/sterling-retirement-group-of-sacramento-1441608879489362

By the Numbers

Total Assets Under Management

112

MILLION
Total Number of Accounts

885

ACCOUNTS
Average Account Value

$126,554

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Commissions
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)
Other

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sterling Retirement Group Of Sacramento

Showing 1 - 7 of 7 top financial advisors.

1

Stephan M. Brown

CRD#: 6661454

300 Harding Blvd #115, Roseville, CA 95678

Stephan Brown (CRD# 6661454) is an Investment Advisor Representative working at Sterling Retirement Group Of Sacramento in Roseville, CA and has 1 year of experience in the finance industry.

2

CRD#: 6742631

300 Harding Blvd #115, Roseville, CA 95678

Jose Flores (CRD# 6742631) is an Investment Advisor Representative working at Sterling Retirement Group Of Sacramento in Roseville, CA and has 1 year of experience in the finance industry.

3

Gary M. Frontiera

CRD#: 5305099

300 Harding Blvd #115, Roseville, CA 95678

Gary Frontiera (CRD# 5305099) is an Investment Advisor Representative working at Sterling Retirement Group Of Sacramento in Roseville, CA and has over 15 years of experience in the finance industry.

4

Michael D. Gebhardt

CRD#: 7086494

300 Harding Blvd #115, Roseville, CA 95678

Michael Gebhardt (CRD# 7086494) is an Investment Advisor Representative working at Sterling Retirement Group Of Sacramento in Roseville, CA and has over 4 years of experience in the finance industry.

5

CRD#: 5762128

300 Harding Blvd #115, Roseville, CA 95678

Josh Horch (CRD# 5762128) is an Investment Advisor Representative working at Sterling Retirement Group Of Sacramento in Roseville, CA and has 1 year of experience in the finance industry.

6

Brian D. Souders

CRD#: 6627399

300 Harding Blvd #115, Roseville, CA 95678

Brian Souders (CRD# 6627399) is an Investment Advisor Representative working at Sterling Retirement Group Of Sacramento in Roseville, CA and has over 7 years of experience in the finance industry.

7

Larry D. Stiver

CRD#: 2970889

300 Harding Blvd #115, Roseville, CA 95678

Larry Stiver (CRD# 2970889) is an Investment Advisor Representative working at Sterling Retirement Group Of Sacramento in Roseville, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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