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SENTRY ADVISORS, LLC
SENTRY ADVISORS, LLC
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 174042
SEC# 801-80730
1
415-229-9070
01
Firm Overview
AUM
$3.0B
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SENTRY ADVISORS, LLC
3 registered advisors
Alexander Hixon Flagg
SAN FRANCISCO, California
CFP
CRD# 2145450
Elizabeth A Ly
SAN FRANCISCO, California
CRD# 4142484
Gregory Sutton Powell
SAN FRANCISCO, California
CRD# 2361930
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. SENTRY ADVISORS, LLC (CRD# 174042) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.