Sentry Advisors, LLC

Sentry Advisors, LLC (CRD# 174042) is a financial advisory firm headquartered in San Francisco, CA. They manage $706,000,006 in 290 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
100 Pine Street, Suite 2700, San Francisco, CA 94111
By the Numbers
  • Total Assets Under Management
    706
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $2,434,483
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
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
Showing 1 - 2 of 2 top financial advisors.
1
Susanna Han, financial advisor San Francisco CA
Susanna L. Han
CRD#: 5337341
100 Pine Street, Suite 2700, San Francisco, CA 94111
93
Wealthminder
score

Susanna Han (CRD# 5337341) is an Investment Advisor Representative working at Sentry Advisors, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

2
Elizabeth Ly, financial advisor San Francisco CA
Elizabeth A. Ly
CRD#: 4142484
100 Pine Street, Suite 2700, San Francisco, CA 94111
93
Wealthminder
score

Elizabeth Ly (CRD# 4142484) is an Investment Advisor Representative working at Sentry Advisors, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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