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).

By the Numbers
  • Total Assets Under Management
    3,008
    MILLION
  • Total Number of Accounts
    577
    ACCOUNTS
  • Average Account Value
    $5,212,971
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NY, TX, VA, WA, WY

Financial Advisors at Sentry Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Alexander H. Flagg
CRD#: 2145450
100 Pine Street, Suite 1250, San Francisco, CA 94111

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.

2
Susanna L. Han
CRD#: 5337341
100 Pine Street, Suite 1250, San Francisco, CA 94111

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.

3
Elizabeth A. Ly
CRD#: 4142484
100 Pine Street, Suite 1250, San Francisco, CA 94111

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.

4
Gregory S. Powell
CRD#: 2361930
100 Pine Street, Suite 1250, San Francisco, CA 94111

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.

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