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SENTRY ADVISORS, LLC
CRD 174042 · SEC 801-80730
100 PINE STREET, SUITE 1250, SAN FRANCISCO, CA, 94111, United States
Phone
415-229-9070
Fax
415-434-8043
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.41B
Discretionary AUM
$241.8M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $6.1M |
| High net worth individuals | 121 | $2.31B |
| Charitable organizations | 35 | $90.3M |
States served
CA, CO, NY, VA, WY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD