San Francisco Sentry Investment Group

San Francisco Sentry Investment Group (CRD# 106257) is a financial advisory firm headquartered in San Francisco, CA. They manage $236,704,730 in 284 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    237
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $833,467
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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.

AZ, CA, CT, FL, HI, MD, NM, NY, OR, TX, VA, WA

Financial Advisors at San Francisco Sentry Investment Group
Showing 1 - 10 of 14 top financial advisors.
1
Olusola Awofala
CRD#: 2605349
100 Pine Street, Suite 2700, San Francisco, CA 94111
93
Wealthminder
score

Olusola Awofala (CRD# 2605349) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 22 years of experience in the finance industry.

2
Timothy H. Holmes
CRD#: 2125769
100 Pine Street, Suite 2700, San Francisco, CA 94111
93
Wealthminder
score

Timothy Holmes (CRD# 2125769) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 26 years of experience in the finance industry.

3
Tom S. Miner
CRD#: 2082586
100 Pine Street, Suite 2700, San Francisco, CA 94111
93
Wealthminder
score

Tom Miner (CRD# 2082586) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 26 years of experience in the finance industry.

4
Linda A. Palmer
CRD#: 4050595
100 Pine Street, Suite 2700, San Francisco, CA 94111
93
Wealthminder
score

Linda Palmer (CRD# 4050595) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 17 years of experience in the finance industry.

5
Garrett J. Smith
CRD#: 5213553
100 Pine Street, Suite 2700, San Francisco, CA 94111
93
Wealthminder
score

Garrett Smith (CRD# 5213553) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 10 years of experience in the finance industry.

6
Jonathan Q. Tran
CRD#: 5019901
100 Pine Street, Suite 2700, San Francisco, CA 94111
93
Wealthminder
score

Jonathan Tran (CRD# 5019901) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 10 years of experience in the finance industry.

7
Sao M. Tran
CRD#: 5890786
100 Pine Street, Suite 2700, San Francisco, CA 94111
93
Wealthminder
score

Sao Tran (CRD# 5890786) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 6 years of experience in the finance industry.

8
Stacey L. Chin
CRD#: 6061818
100 Pine Street, Suite 2700, San Francisco, CA 94111
88
Wealthminder
score

Stacey Chin (CRD# 6061818) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 3 years of experience in the finance industry.

9
Tae K. Oak
CRD#: 6247269
100 Pine Street, Suite 2700, San Francisco, CA 94111
87
Wealthminder
score

Tae Oak (CRD# 6247269) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has 1 year of experience in the finance industry.

10
Alexander H. Flagg
CRD#: 2145450
100 Pine Street, Suite 2700, San Francisco, CA 94111
83
Wealthminder
score

Alexander Flagg (CRD# 2145450) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 25 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.