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Josh Edward Horch

Sterling Retirement Group OF Sacramento

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About Josh Edward Horch

Josh Edward Horch is an investment advisor representative at Sterling Retirement Group Of Sacramento in Roseville, California. Josh Horch has been in the industry since March 2010. Josh Horch holds the Series 6 certification. Josh Horch is also a real estate and mortgage broker with Synergy Capital Lending, an insurance agent with ADD&L Insurance Inc., and the owner of Horch Financial Investments Inc.. Sterling Retirement Group Of Sacramento has a total of 161,000,000 dollars under management across 663 accounts. Sterling Retirement Group Of Sacramento provides investment advice for individuals, high-net-worth individuals, and pension and profit-sharing plans. Sterling Retirement Group Of Sacramento also offers other advisory services including business consulting and selection of other advisors.

Firm Information

Josh Horch is currently registered with Sterling Retirement Group OF Sacramento. Sterling Retirement Group OF Sacramento is a Registered Investment Advisor located in Roseville, CA. They have $161 million in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals, selection of other advisors, and business consulting. They primarily work with individuals, including high net worth individuals, as well as pension and profit-sharing plans.
Sterling Retirement Group OF Sacramento

300 HARDING BLVD #115

ROSEVILLE, CA 95678

$161.00M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Josh Horch’s Registration & Firm History

CA

07/03/2014 - Present

Sterling Retirement Group OF Sacramento (ROSEVILLE CA)

WA

03/01/2010 - 06/28/2010

LEADER CAPITAL CORP. (VANCOUVER WA)

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Licenses & Designations

BC

Issued 02/25/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Josh Edward Horch.
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