Sentry Advisors, LLC is a large advisory firm based in San Francisco. It manages $1.39 billion of regulatory assets for 411 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 9 other states.
Sentry Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sentry Advisors, LLC is $1.39 billion. The firm's AUM has grown by 225% since the beginning of its operation, and $1.13 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Sentry Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Sentry Advisors is high net worth individuals with 84 clients and $1.38 billion of assets under management. Among the 8 most similar advisory firms, Sentry Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.39 billion for 96 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Sentry Advisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sentry Advisors, LLC performs its advisory services is located at 100 Pine Street, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Issaquah, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-229-9070 or by fax 415-434-8043. The normal business hours are 6:00 a.m. to 3:00 p.m. on Monday - Friday.