Sentry Advisors, LLC
Sentry Advisors, LLC (CRD# 174042) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,007,884,326 in 577 accounts and serve the financial needs of clients across 7 states (or territories).
-
Total Assets Under Management3,008MILLION
-
Total Number of Accounts577ACCOUNTS
-
Average Account Value$5,212,971
- 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)
- Other
CA, CO, NY, TX, VA, WA, WY
Alexander Flagg (CRD# 2145450) is an Investment Advisor Representative working at Sentry Advisors, LLC in San Francisco, CA and has over 31 years of experience in the finance industry.
Susanna Han (CRD# 5337341) is an Investment Advisor Representative working at Sentry Advisors, LLC in San Francisco, CA and has over 15 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 23 years of experience in the finance industry.
Gregory Powell (CRD# 2361930) is an Investment Advisor Representative working at Sentry Advisors, LLC in San Francisco, CA and has over 30 years of experience in the finance industry.