Josh
Horch

Sterling Retirement Group Of Sacramento

CRD#5762128
Investment Advisor
in Roseville, CA

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About this Advisor

Josh Horch is a financial advisor based in Roseville, California, working with Sterling Retirement Group Of Sacramento. Josh has previously held positions at Sterling Advisors Inc, Synergy Capital Lending, Add&L Insurance Inc, and Horch Financial Investments Inc. Josh is registered to provide services in California. Currently, Josh is part of Sterling Retirement Group Of Sacramento, which operates out of Roseville, California. The firm has 3 employees and manages assets totaling $161.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Sterling Retirement Group Of Sacramento includes asset-based, hourly, fixed, commission-based, and other fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

300 Harding Blvd #115
Roseville, CA 95678

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Sterling Retirement Group Of Sacramento Brokerage Details

Total Assets Under Management

$161,000,000

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

663

CA Average: 3,727
Average Account Size

$242,836

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Josh Horch Work History

2014 - Present (11 years)

Sterling Advisors Inc

2012 - Present (13 years)

Synergy Capital Lending

2012 - Present (13 years)

Horch Financial Investments Inc

2010 - Present (15 years)

Add&L Insurance Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Josh Horch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sterling Retirement Group Of Sacramento

Stephan Brown
Roseville, CA
Gary Frontiera
Roseville, CA
Josh Horch
Roseville, CA
Larry Stiver
Roseville, CA
Michael Gebhardt
Roseville, CA
Brian Souders
Roseville, CA
Jose Flores
Roseville, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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