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Home > Retirement Planners > california > san francisco > SENTRY ADVISORS, LLC
SENTRY ADVISORS, LLC
100 Pine Street
Suite 1250
San Francisco, California 94111
Tel: 415-229-9070
About SENTRY ADVISORS, LLC
SENTRY ADVISORS, LLC, formally registered with the SEC as SENTRY ADVISORS, LLC. The firm was established in 01/06/2015. They have over 2 offices throughout the country.
SENTRY ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $3,007,884,326 assets under management, offering retirement planning & investment advisory services to 577 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174042 |
| SEC# | 801-80730 |
| Assets Managed by Firm | $3,007,884,326 |
| No. of Clients | 577 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 577 | $3,007,884,326 |
| Individuals (other than high net worth individuals) | 25 | $5,161,933 |
| High net worth individuals | 111 | $2,930,902,363 |
| Charitable organizations | 34 | $71,820,030 |
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