San Francisco Sentry Investment Group

San Francisco Sentry Investment Group (CRD# 106257) is a financial advisory firm headquartered in San Francisco, CA. They manage $276,456,747 in 321 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $861,236
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, HI, NM, TN, TX

Financial Advisors at San Francisco Sentry Investment Group
Showing 1 - 4 of 4 top financial advisors.
1
Olusola Awofala
CRD#: 2605349
100 Pine Street, Suite 2700, San Francisco, CA 94111

Olusola Awofala (CRD# 2605349) 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.

2
Dillon J. Craig
CRD#: 6611263
100 Pine Street, Suite 2700, San Francisco, CA 94111

Dillon Craig (CRD# 6611263) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 4 years of experience in the finance industry.

3
Richard E. Dirickson
CRD#: 68537
100 Pine Street, Suite 2700, San Francisco, CA 94111

Richard Dirickson (CRD# 68537) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 40 years of experience in the finance industry.

4
Charles H. Woodward
CRD#: 722200
100 Pine Street, Suite 2700, San Francisco, CA 94111

Charles Woodward (CRD# 722200) is an Investment Advisor Representative working at San Francisco Sentry Investment Group in San Francisco, CA and has over 39 years of experience in the finance industry.

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