SENTRY ADVISORS, LLC

RIASEC RegisteredEst. 2015

Total AUM

$2.4B

Discretionary

$242M

10% of AUM

Avg account

$3.8M

Accounts

629

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 174042
Registered since: January 6, 2015
Website: sentryadv.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI96%
Charitable Organizations3.75%
Individuals0.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sentry Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2015. The firm operates as a capital allocator and manages assets for both individual/family and institutional clients on a percentage-of-AUM fee basis. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. Sentry does not identify as an active ESG investor and is not described as a multi‑state adviser or pension consultant.