Sentry Pacific Financial Group, LLC
Sentry Pacific Financial Group, LLC (CRD# 168614) is a financial advisory firm headquartered in San Diego, CA. They manage $18,931,390 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sentry Pacific Financial Group, LLC
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$157,762
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Sentry Pacific Financial Group, LLC
No Advisor Found.
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