CRD: 168397
Sterling Retirement Group OF Sacramento
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- Custodian
- Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-2013
- Office Locations
- 1
Office Locations
About Sterling Retirement Group OF Sacramento
Sterling Retirement Group of Sacramento (Roseville, CA) provides personalized financial planning, portfolio reviews, wealth management, and insurance analysis for individuals and families, including retirees and business owners. The team emphasizes client education and an independent view when making investment recommendations, and offers an eMoney-powered client dashboard. Investment focus includes active and risk-managed portfolios using mutual funds/ETFs and fixed income, with custody via TradePMR.
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Owner & Executives
GARY M FRONTIERA
Financial Planner, Principal
- CRD
- #5305099
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL DON GEBHARDT JR
Financial Planner
- CRD
- #7086494
JOHN DAVID RAFTERY
--
- CRD
- #8190162
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,000,000 | $227,053 |
| Non-Discretionary | $18,000,000 | $1,200,000 |
| Total | $253,000,000 | $240,952 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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