Unclaimed Profile

Leon Arthur Root

SAN FRANCISCO SENTRY INVESTMENT GROUP·SAN FRANCISCO, California

SAN 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

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Leon Arthur Root is a registered financial advisor based in SAN FRANCISCO, California, affiliated with SAN FRANCISCO SENTRY INVESTMENT GROUP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

SAN FRANCISCO SENTRY INVESTMENT GROUP

AUM

$302M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAN FRANCISCO SENTRY INVESTMENT GROUP →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2731496

Firm CRD# 106257

View on FINRA BrokerCheck →

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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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