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).
Total Assets Under Management706MILLION
Total Number of Accounts290ACCOUNTS
Average Account Value$2,434,483
- A percentage of assets under your management
- 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)
AZ, CA, CO, CT, FL, MA, NH, NY, OH, TX, VA, WA
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.
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.