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Building 2SAN FRANCISCO SENTRY INVESTMENT GROUP

Map pinSAN FRANCISCO, CA
Phone415-229-9000
NotebookSEC #801-44325
Total AUM
$301.7M
Employees
6
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 PINE STREET
SUITE 2700
SAN FRANCISCO
CA 94111
United States
Operating Hours
7:00AM TO 5:00PM
Monday - Friday
Phone
415-229-9000

ReceiptFinancials

Total AUM
$301.7M
Accounts
323
Discretionary
$287.2M
Accounts
318
Non-Discretionary
$14.5M
Accounts
5

ContactClients

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Individual Clients
91
AUM
$38.7M
HNW Individual Clients
56
AUM
$257.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Corporation or Business Clients
1
AUM
$3.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCAHINHNMTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 13 other businesses.

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