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Leon Arthur Root

SAN FRANCISCO SENTRY INVESTMENT GROUP·SAN FRANCISCO, California
SIE, Series 4, Series 6, Series 24, Series 27, Series 63, Series 79TO, Series 99TOClean recordSAN FRANCISCO SENTRY INVESTMENT GROUP
100 PINE STREET, SAN FRANCISCO, CA 94111CRD# 2731496Firm CRD# 106257

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leon Arthur Root · SAN FRANCISCO, CA
Registration
CRD #2731496 · SAN FRANCISCO SENTRY INVESTMENT GROUP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 6
Series 24
Series 27
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SAN FRANCISCO SENTRY INVESTMENT GROUP
CRD 106257 · SEC 801-44325
AUM
$302M
Regulatory assets under management
Employees
6
323 client accounts
Services offered by SAN FRANCISCO SENTRY INVESTMENT GROUP
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SAN FRANCISCO SENTRY INVESTMENT GROUP →
Introduction

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Frequently Asked Questions

What services does Leon Arthur Root offer?
Leon Arthur Root specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Leon Arthur Root's credentials?
Leon Arthur Root is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leon Arthur Root located?
Leon Arthur Root is based in SAN FRANCISCO, California, working with SAN FRANCISCO SENTRY INVESTMENT GROUP. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Leon Arthur Root charge for services?
Leon Arthur Root's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAN FRANCISCO SENTRY INVESTMENT GROUP?
SAN FRANCISCO SENTRY INVESTMENT GROUP has approximately 6 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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