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Building 2SENTRY ADVISORS, LLC

Map pinSAN FRANCISCO, CA
Phone415-229-9070
NotebookSEC #801-80730
Total AUM
$2.4B
Employees
4
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 PINE STREET
SUITE 1250
SAN FRANCISCO
CA 94111
United States
Operating Hours
6:00 A.M. TO 3:00 P.M.
Monday - Friday
Phone
415-229-9070
Other Offices
1

ReceiptFinancials

Total AUM
$2.4B
Accounts
629
Discretionary
$241.8M
Accounts
169
Non-Discretionary
$2.2B
Accounts
460

ContactClients

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Individual Clients
27
AUM
$6.1M
HNW Individual Clients
121
AUM
$2.3B
Charitable Organization Clients
35
AUM
$90.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONYTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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