Sentry Advisors, LLC
Sentry Advisors, LLC (CRD# 174042) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,145,225,493 in 394 accounts and serve the financial needs of clients across 12 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,145MILLION
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Total Number of Accounts394ACCOUNTS
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Average Account Value$2,906,664
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States

Registered Investment Advisor
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, CO, CT, FL, MA, NH, NY, OH, TX, VA, WA
Financial Advisors at Sentry Advisors, LLC
1
Susanna Han (CRD# 5337341) is an Investment Advisor Representative working at Sentry Advisors, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
2
Elizabeth Ly (CRD# 4142484) is an Investment Advisor Representative working at Sentry Advisors, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.
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